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
Manulife WealthAssociate Wealth AdvisorAug 24 - PresentManulifeLicensed Insurance AdvisorMay 23- Jul 24StarbucksSupervisorSep 19- Apr 23
Amanda PowersCorporate Tax InternView Profile, Amanda PowersCatherine LynchPrivate Equity AssociateView Profile, Catherine LynchAnnaley MumbyPersonal Assistant InvestmentsView Profile, Annaley Mumby