Account Type***** ***Account Owner*** ***Account Opps/Deals****** *****Closed Won • Dec 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Viridian Financial GroupSenior Financial AdvisorJul 19 - PresentBtSenior Financial AdviserJul 10 - PresentBendigo And Adelaide BankSenior Financial Adviser & Development Program MentorJun 07- Jul 10
Kimberly SarotteSenior Financial AnalystView Profile, kimberly sarotteMelissa MSenior Wealth PlannerView Profile, melissa m.Jordan BeckSenior Financial AnalystView Profile, jordan beck