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
WealthkernelOperations & Finance ManagerFeb 20 - PresentLeonteqBusiness AnalystOct 18- Oct 19IasonFinancial AnalystOct 17- Feb 18
Ed WyattFinancial AdvisorView Profile, Ed WyattCecelia WFinance SpecialistView Profile, Cecelia WNicholas ElstonFinancial Reporting ManagerView Profile, Nicholas Elston