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
Fernando Casas GarciaHead Of Operations And Asset ManagementView Profile, Fernando Casas GarciaTheresa MillerSenior Director Licensing And CredentialingView Profile, Theresa MillerMichael TzamDirector Of FinanceView Profile, Michael Tzam