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 LifeDirector, Products and Partnerships Apr 15 - PresentIg Wealth ManagementFinancial ConsultantJul 13- Apr 15
Brad PetersonHead Of Product Strategy GrowthView Profile, Brad PetersonAndy WilsonSenior Director New Product SolutionsView Profile, Andy WilsonDana BauerDirector Operations ProductView Profile, Dana Bauer