Account Type***** *******Account Owner****** ***Account Opps/Deals**** *******Closed Won • Oct 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
GesbSuperannuation AdministratorSep 14 - PresentInsignia FinancialInvestment Fund AdministratorJan 06- Jan 14
Eric SipioraSr Pricing AnalystView Profile, eric sipioraAnna BoylanFinance Progress Co OrdinatorView Profile, anna boylanJoshua CohenPartner Wealth Management AdvisorView Profile, joshua cohen