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
Ig Wealth ManagementCertified Financial PlannerDec 16 - PresentPurolator IncAccount ExecutiveDec 09- Feb 16
Niall OcathasaighCFOView Profile, Niall OcathasaighNicholas KeatsFinancial PlannerView Profile, Nicholas KeatsSheena MorganFinance Director Pulselive SonyView Profile, Sheena Morgan