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
Vanguard CanadaSales Enablement SpecialistJan 24 - PresentSage WealthOperations CoordinatorMar 22- Jan 24Manulife WealthOperations CoordinatorMar 22- Jan 24
Anna YangRegional ConsultantView Profile, anna yangBen CookeSenior Account ExecutiveView Profile, ben cookeLauren SpakMid Market Account ExecutiveView Profile, lauren spak