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
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
Frederick BakerMortgage BankerView Profile, Frederick BakerRobbie SmithCampaign Finance ExaminerView Profile, Robbie SmithAdi LevanonInvestorView Profile, Adi Levanon