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
The Openwork PartnershipMortgage BrokerApr 23 - PresentQuilterMortgage BrokerSep 21- Apr 23Tsb BankMortgage AdvisorFeb 15- Jul 18
Alex TunstallSenior Finance ManagerView Profile, Alex TunstallDean TurnerFinancial Advisor CFPView Profile, Dean TurnerSri SumiartiFinancial AdvisorView Profile, Sri Sumiarti