Account Type***** ****Account Owner**** *****Account Opps/Deals***** *****Closed Won • Nov 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
Eric BonachManaging DirectorView Profile, eric bonachKatie FarrandCareer TransitionView Profile, katie farrandDavid KokaljOEM Industry ManagerView Profile, david kokalj