Account Type***** ********Account Owner******** *******Account Opps/Deals***** *****Closed Won • Jan 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
AgendrixCFOSep 16 - PresentTravelers CanadaAccount Executive - FI/PCLOct 15- Sep 16TravelersAssociate Account Executive - FI/PCLJan 13- Oct 15
Jd PetersonLimited PartnerView Profile, Jd PetersonJiun Shyan ChooAssistant Vice President Non Traded RiskView Profile, Jiun Shyan ChooDiane MoraisFinancial Services Executive AdvisorView Profile, Diane Morais