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
ManulifeChief Financial Officer & Treasurer, Manulife BankAug 21 - PresentTdAssociate Vice President, Finance Business SupportSep 06- Aug 21
Matthew M LentzChief Financial Officer Corporate OfficesView Profile, Matthew M LentzJoe PayneFounder Financial AdviserView Profile, Joe PayneDavid BarclayChief Financial OfficerView Profile, David Barclay