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
Australian Retirement TrustFinancial AdviserMay 24 - PresentTelstrasuperFinancial Advisor - ComprehensiveNov 22- Mar 24Brighter SuperFinancial Adviser - IntrafundApr 22- Dec 22
Charlene XiaSenior Investment AssociateView Profile, Charlene XiaEzra MeirCFOView Profile, Ezra MeirJessie LeAdministrateurView Profile, Jessie Le