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
BetasharesSenior Investment Strategist – BetasharesMar 20 - PresentBell Potter SecuritiesHead of Product, Bell Potter CapitalAug 19- Feb 20Macquarie GroupAssociate Director, Macquarie Specialised Investment Solutions, Product and Portfolio ManagementFeb 05- Jul 19
Philip WalshSenior ConsultantView Profile, Philip WalshEdward LopezPrincipal Consulting SEView Profile, Edward LopezNic RosaSenior Community Philanthropy ManagerView Profile, Nic Rosa