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
Asb BankExecutive Wealth ManagerJan 22 - PresentFirst State SuperFinancial PlannerMar 17- Oct 18Mufg Pension Market ServicesFinancial AdvisorFeb 13- Mar 17
Debbie CostaDirector Of FinanceView Profile, Debbie CostaAlessandro IodiceAssociate DirectorView Profile, Alessandro IodiceRebecca AssarafTransfer Pricing ManagerView Profile, Rebecca Assaraf