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
WealthboxVP of FinanceMar 22 - PresentWealthbaseAdvisorJan 15 - PresentThrowbakCEO & FounderJan 13- Dec 15
Marna SFinancial ControllerView Profile, Marna SElizabeth HomerControllerView Profile, Elizabeth HomerKennise PangBusiness Implementation Manager International Wealth And Premier Banking HSBC AustraliaView Profile, Kennise Pang