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
MoneyboxHead of Personal FinanceApr 22 - PresentWealthsimpleManager, Advice and Client Success Aug 18- Mar 22CouttsWealth ManagerAug 13- Jul 18
Todd ManningManager Treasury Balance Sheet ManagementView Profile, todd manningAurelie AntonyFinance DirectorView Profile, aurelie antonyTina GosarCFOView Profile, tina gosar