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
TelstrasuperFinancial AdviserJul 16- Feb 25Energy SuperSenior Financial AdviserFeb 04- Jun 16MercerParaplannerJan 01- Jan 04
Julie MorissetteCFOView Profile, julie morissetteSarah Caldwell CarterSenior Manager Financial Planning AnalysisView Profile, sarah caldwell carterAtendra YadavMortgageView Profile, atendra yadav