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
Team SuperHead of Financial AdviceOct 17 - PresentCommonwealth BankFinancial Planning ManagerJan 01- Jan 01
Eva IschenInvestment Banking AssociateView Profile, Eva IschenJustine Abeling BaartProduct Insights Implementation ManagerView Profile, Justine Abeling BaartMatthew VensteinInvestment AnalystView Profile, Matthew Venstein