Account Type******* ******Account Owner****** *******Account Opps/Deals***** ****Closed Won • Feb 25***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Hdfc LifeManagerOct 24 - PresentAvendusAssistant ManagerMay 20- Oct 24Edelweiss Wealth ManagementAssociateMar 19- May 20
Bobby PhanBranch ManagerView Profile, Bobby PhanTom RobertsManagerView Profile, Tom RobertsJason DoranCo Founder CEOView Profile, Jason Doran