Account Type*** ********Account Owner******** ******Account Opps/Deals****** ***Closed Won • Dec 24**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Swiss Life SelectFinancial AdvisorNov 13 - PresentBnp ParibasAssistant Gestionnaire de PatrimoineMar 12- Oct 12Groupe Credit AgricoleAssistant de Gestionnaire de PatrimoineApr 11- Jun 11
Linda BurkeDirector FP AView Profile, linda burkeJack QuintonSr Manager FP AView Profile, jack quintonGary TrepteSVP Director Commercial Credit GroupView Profile, gary trepte