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
Sun LifeConseillère en sécurité financière | Financial Security AdvisorDec 15 - PresentIg Wealth ManagementFinancial Security AdvisorJun 01- Nov 15
Tom LyonsAccounting ManagerView Profile, Tom LyonsBenjamin SchenckCFOView Profile, Benjamin SchenckDon RasmussenPartner Certified Tax StrategistView Profile, Don Rasmussen