Account Type****** ******Account Owner****** ******Account Opps/Deals**** ******Closed Won • Feb 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Sun LifeUnit Manager | Licensed Financial AdvisorJun 19 - PresentJaq Business SolutionsLead Generation Specialist & Appointment SetterMar 17 - PresentKeller WilliamsLead Generation & Inside Sales SpecialistJul 17- Sep 18
Tony MasonInterim Financial ControllerView Profile, Tony MasonYoav NavonChief Investment OfficerView Profile, Yoav NavonKeita SatoConsultant Investment ControllershipView Profile, Keita Sato