Account Type*** *****Account Owner**** ******Account Opps/Deals***** *******Closed Won • Oct 24****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Edward JonesFinancial AdvisorJul 24 - PresentPacific LifeAssistant Vice President: Digital Distribution and PartnershipsMar 10- Mar 24MassmutualAssistant Vice PresidentJun 05- Mar 10
Sonia LauInvestment Banking AssociateView Profile, sonia lauStewart Macdonald ChfcFinancial AdvisorView Profile, stewart macdonald chfcGavin HodgesManager Financial Planning And AnalysisView Profile, gavin hodges