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
Neilson Financial ServicesProduct & Partnership ManagerJan 13 - PresentHsbcInsurance Product ManagerFeb 04- Sep 12Hfc BankAssistant Compliance Manager / Pension Review ManagerJun 00- Jan 04
Madeline SuProduct Lead GrowthView Profile, Madeline SuPatrick SullivanDirector Of Product Institutional WealthView Profile, Patrick SullivanMark WynegarPortfolio ManagerView Profile, Mark Wynegar