Account Type*** ***Account Owner******* ********Account Opps/Deals*** *****Closed Won • Jan 25****K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Independent ConsultantIndependent ConsultantJan 20 - PresentLeverageDirector of OperationsJun 23 - Present650External ConsultantFeb 20- May 23
Paul AxtenHead Of Investment Operations Phoenix Wealth CISView Profile, Paul AxtenShelley DuncanVP Section Manager 3 OperationsView Profile, Shelley DuncanNathan BowmakerHead Of Global Commercial OperationsView Profile, Nathan Bowmaker