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 LifeAssociate DirectorFeb 01 - PresentAssurant Employee Benefits Now Sun Life FinancialTeam LeadApr 02- Mar 22
Ruby ChauFinancial Planning ManagerView Profile, Ruby ChauAlice Del BiancoSenior Finance OfficerView Profile, Alice Del BiancoJuan OrtizAssociateView Profile, Juan Ortiz