Account Type******* ****Account Owner****** *******Account Opps/Deals*** ******Closed Won • Oct 24****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
Kelly Wells SchneiderVP Global ControllerView Profile, kelly wells schneiderCatherine A JonesExecutive Director Financial PlanningView Profile, catherine a. jonesEric FlyenChief Financial OfficerView Profile, eric flyen