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
Wren SterlingHead of WorkplaceNov 16 - PresentBarclays Wealth ManagementEmployee Benefits ConsultantAug 14- Sep 16HalifaxFinancial AdviserMar 88- Nov 98
David B PearlstoneCEOView Profile, david b. pearlstoneIsidoros SideridisCEOView Profile, isidoros sideridisShawn RajabiCEOView Profile, shawn rajabi