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
Dynamic FundsSenior Manager | Education, Wholesale & AdvisorySep 01 - PresentSun Life Director, Practice ManagementApr 18- Aug 18
Lisa NearyOnboarding And Engagement ManagerView Profile, lisa nearyGabriela Pacela MoraesPartnerView Profile, gabriela pacela moraesPatricia HaylonDirector Of Stewardship Programs And Special EventsView Profile, patricia haylon