Account Type****** ********Account Owner******** *******Account Opps/Deals****** *****Closed Won • Dec 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Asset StrategySenior ConsultantSep 24 - PresentRichardson Financial Services LimitedSenior Financial AdvisorApr 15- Jun 22Feg Investment AdvisorsVice PresidentApr 10- Mar 15
Prime WholesaleManagerView Profile, prime wholesaleSuresh SambandamFounder CEOView Profile, suresh sambandamCheryl KenneallyManager Leadership DevelopmentView Profile, cheryl kenneally