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
Lauri KastiCEO FounderView Profile, lauri kastiLila KallaProgram ManagerView Profile, lila kallaVirginia JackoPresident CEOView Profile, virginia jacko