Account Type**** ******Account Owner****** ****Account Opps/Deals******* ******Closed Won • Nov 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Edmond Financial GroupFinancial AdvisorDec 23 - PresentCanada LifeFinancial Security AdvisorSep 21- Dec 2324 7 IntouchDirector IT Service DeliveryDec 19- Aug 21
Henry LoveInvestment AnalystView Profile, henry loveJonathan RickettsParaplannerView Profile, jonathan rickettsBryan HadleyFinancial AnalystView Profile, bryan hadley