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
Lets PlanFinancial Planner, Principal, Head Curator CLU® CHS™ PFA™ BCSMay 17 - PresentGoinsureme CaIndependent Broker, Certified Health Insurance Specialist, Chartered Life Underwriter, CLU® CHS™ BCSFeb 15 - PresentCibc Wood GundyAssociate Estate Planning Specialist BCS CHS™Jul 14- Jan 15
Brittany FrenchAuditorView Profile, Brittany FrenchStanley KleinDeal Desk AnalystView Profile, Stanley KleinBhanuja FurrerFinance Manager Eye Care VEMA IMCOView Profile, Bhanuja Furrer