Account Type**** ********Account Owner**** ***Account Opps/Deals*** ********Closed Won • Oct 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Wealth Managing PartnersPresident / Financial AdvisorOct 07 - PresentJohn HancockFinancial AdvisorJun 03- Sep 07
Richard PytakChief Financial OfficerView Profile, richard pytakDarren Lee FccaSVP FinanceView Profile, darren lee fccaJeff MullinsChief Financial OfficerView Profile, jeff mullins