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 LifeRegional Vice PresidentFeb 14 - PresentHeritage PlansRegional Vice President, Sales and Business DevelopmentJan 12- Jan 14
Shannon FarleyCFO Funds Financial Operations CCOView Profile, Shannon FarleyJessica RobinsonChief Financial OfficerView Profile, Jessica RobinsonCindy TatVice President ControllerView Profile, Cindy Tat