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
Canada LifeRegional Account ExecutiveJun 11- Feb 25Ig Wealth ManagementWealth and Estate Planning AdvisorSep 00- Nov 10
Cory MunchbachDirector Board Of DirectorsView Profile, Cory MunchbachJonathan HoggattSenior Director Platform Program Strategy AI IntegrationView Profile, Jonathan HoggattMiles BrattonHead Of StrategyView Profile, Miles Bratton