Account Type****** ********Account Owner*** ****Account Opps/Deals**** ********Closed Won • Jan 25****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Sun Life Global InvestmentsVice President (VP), Head of Retail Business and Investment DistributionJul 19- Mar 24Bmo Global Asset ManagementManaging Director, Head of Intermediary DistributionJun 01- Jun 18Guardian Capital GroupRegional Sales Manager, Golden HorseshoeNov 94- Jun 01
Talia CampbellVice PresidentView Profile, Talia CampbellTeddy DunnVice PresidentView Profile, Teddy DunnDaniel Lei Tze OakinsVP Strategy ProductView Profile, Daniel Lei Tze Oakins