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
MoneyboxHead of Personal FinanceApr 22 - PresentWealthsimpleManager, Advice and Client Success Aug 18- Mar 22CouttsWealth ManagerAug 13- Jul 18
Jesse OrdazFinancial Analyst IIIView Profile, Jesse OrdazYannis AronisFinance Manager ProductView Profile, Yannis AronisSarah EvropejskaFinance Specialist OperationsView Profile, Sarah Evropejska