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
Sun LifeConseillère en sécurité financière et planificatrice financièreOct 18 - PresentDesjardinsDirectrice de compte en gestion de patrimoineOct 97- Jul 16
Jamie JonesControllerView Profile, Jamie JonesAnna L GreenWealth AdvisorView Profile, Anna L GreenDaniel MedinaPricing AnalystView Profile, Daniel Medina