Account Type***** ****Account Owner**** ****Account Opps/Deals***** *****Closed Won • Nov 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
PraemiumSenior Portfolio AnalystMar 17 - PresentNetwealth See Wealth Differently Asx NwlAdviser Support OfficerJun 15- Aug 16PlumAssociate - Client RelationshipsJun 12- Feb 15
Rita VermaChartered Financial PlannerView Profile, rita vermaMia YanSenior Commercial Finance AnalystView Profile, mia yanGabrielle BrownAccountantView Profile, gabrielle brown