Account Type***** ****Account Owner*** *******Account Opps/Deals*** ******Closed Won • Oct 24****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
Stacie FreilFinancial EducatorView Profile, stacie freilErnie ZarroFractional CFO And Founder Of Flex CFO IncView Profile, ernie zarroChloe LemarieEquity Research European A DView Profile, chloe lemarie