Account Type*** *****Account Owner******* ****Account Opps/Deals******* ********Closed Won • Jan 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
Rebecca McginnisManaging Director Brand StrategyView Profile, Rebecca McginnisJon GreinerSenior Vice PresidentView Profile, Jon GreinerJulieta GalloVPView Profile, Julieta Gallo