Account Type*** *****Account Owner**** *****Account Opps/Deals*** ******Closed Won • Feb 25***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
ManulifeRegional Vice-President, Quebec and Eastern Region, Wealth & Retirement AdviceJan 16 - PresentSun LifeFinancial Security AdvisorNov 13- Jan 16
Carl BrownVice President Of Finance AccountingView Profile, Carl BrownDonald TrabertSenior Vice President Wealth Management Private Wealth AdvisorView Profile, Donald TrabertDrew GlomskiSenior Vice President Mortgage BankingView Profile, Drew Glomski