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
Sun LifeDirector, Best Practices (Individual Wealth Operations)Oct 13 - PresentManulifeAssociate Product ManagerJan 04- Jan 13
Laura TormaProject Director Investor Communications The AmericasView Profile, Laura TormaZach OrbeckFinance DirectorView Profile, Zach OrbeckBen BarbanelHead Of Debt FinanceView Profile, Ben Barbanel