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
Cis 360Chief Investment Officer Jun 17- Dec 21Investor 360Chief investment officer and Financial Planner (CFP) at Investor360Jun 17- Dec 21Phoenix Investment House הפניקס בית השקעותPlatinum Asset ManagerOct 10- Jun 17
Tom WilsonManaging PartnerView Profile, Tom WilsonMichael SiegfriedVice President Relationship ManagementView Profile, Michael SiegfriedYewwee CheahExecutive DirectorView Profile, Yewwee Cheah