Account Type***** ***Account Owner******* *****Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
PraemiumInvestment AnalystJan 20 - PresentMercerInvestment Consultant - Institutional WealthAug 18- Jan 20Netwealth See Wealth Differently Asx NwlInvestment Research AnalystNov 14- Aug 18
Rebecca BakerRevenue AccountantView Profile, rebecca bakerSheila Marie OrfanoAssociateView Profile, sheila marie orfanoCara BalcomMortgage Loan Processor IIIView Profile, cara balcom