Account Type*** ******Account Owner****** ******Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
TelstrasuperFPAMay 22 - PresentProfile Financial ServicesClient AssociateSep 21- May 22IressWealth Management AnalystMar 18- Sep 21
Michael GralnickChief Investment OfficerView Profile, michael gralnickAndrea GLead Billing Collections AnalystView Profile, andrea g.Trent WongPrivate Equity And Special SituationsView Profile, trent wong