Account Type***** ***Account Owner**** ***Account Opps/Deals****** ********Closed Won • Dec 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Natixis Investment ManagersManaging DirectorNov 03 - PresentSun LifeProduct Specialist/Broker ServicesJan 02- Jan 03John HancockWirehouse Sales Desk InternJan 01- Jan 01
Ron LewisSr Manager Global Training DevelopmentView Profile, ron lewisMatthew ErbePrincipalView Profile, matthew erbeJames PooleFounding ContributorView Profile, james poole