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
MoneyboxHead of Personal FinanceApr 22 - PresentWealthsimpleManager, Advice and Client Success Aug 18- Mar 22CouttsWealth ManagerAug 13- Jul 18
Vilmante UjvariAccountantView Profile, Vilmante UjvariShalom NahumCFOView Profile, Shalom NahumKeshav ParulekarControlling SpecialistView Profile, Keshav Parulekar