Account Type******* *******Account Owner******* ********Account Opps/Deals****** ********Closed Won • Aug 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Commonwealth BankSenior Analyst, Risk ResearchJun 13- Mar 18Kaplan ProfessionalPractitioner/LecturerJan 98- Jul 16Wealthpartners Financial SolutionsCertified Financial Planner and Life Risk SpecialistJul 11- Jun 13
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