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
Simplify ConsultingWealth Consultant at Simplify Consulting LTDSep 23 - PresentTaylor Made Financial PlanningClient Review Co-ordinator at Taylor Made Financial Planning LLPSep 22- Sep 23Forsters LlpBusiness Development and Marketing Apprentice at Forsters LLPMar 22- Sep 22
Mark LongiaruControllerView Profile, Mark LongiaruChristina PinskyCash Application ManagerView Profile, Christina PinskyEricka ToweInvestment Advisor RepresentativeView Profile, Ericka Towe