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
BluerockSenior Manager - WealthDec 24 - PresentU Ethical InvestorsRelationship ManagerNov 23- Dec 24Magellan Financial GroupBusiness Development AssociateNov 12- Nov 23
Alex MackinnonGroup Financial Controller Finance Transformation LeadView Profile, Alex MackinnonKristin DiamondSenior Auditor IIView Profile, Kristin DiamondB Chiranan VSenior Client Partnerships Lead FinanceView Profile, B Chiranan V