Account Type*** *******Account Owner******* ******Account Opps/Deals**** *******Closed Won • Mar 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Dbs BankClient ServicesMar 23 - PresentIpp Financial AdvisersFinancial Advisor (Certified Financial Planner)May 20- Mar 23Finexis Advisory Pte LtdFinancial ConsultantMay 15- Apr 20