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
Trustone Financial IncHead, Tactical Field UnderwritingMay 24 - PresentBmo Private WealthVice-President, Strategic Field Underwriting. Jun 21- Apr 24Sun LifeNational Director, Strategic Field Underwriting ServicesJan 98- Jun 21
Carey LewisVice President Of Global StrategicsView Profile, Carey LewisLisa LeightonVice President Of Strategic DevelopmentView Profile, Lisa LeightonKara Smith ListerVP Revenue Strategy OperationsView Profile, Kara Smith Lister