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
Eight Wealth Management LtdFinancial AdviserMar 25 - PresentChapel Wealth ManagementFinancial AdvisorSep 24- Mar 25Amicus Wealth LtdSenior ConsultantApr 15- Dec 18
Nagarjuna SeguFinance LeadView Profile, Nagarjuna SeguCharmi PatelHead Finance OperationsView Profile, Charmi PatelJared AckleyAssistant ControllerView Profile, Jared Ackley