Account Type*** ********Account Owner******* *******Account Opps/Deals*** ***Closed Won • Aug 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
M G WealthTransformation LeadMay 21 - PresentCartusClient Services DirectorMay 12- Dec 20Ten Lifestyle GroupSenior Account Manager - Financial ServicesSep 07- May 12
Chris RafaelZOC LeadView Profile, chris rafaelSimone ReinertsenCo R LeadView Profile, simone reinertsenGreta SnellCommercial Orchestration Strategic And Transformational Planning And Prioritsation LeadView Profile, greta snell