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
Australian Retirement TrustFinancial AdviserMay 24 - PresentHonan Insurance GroupClient Manager - Employee BenefitsNov 17- Jul 22West Carr HarveyAssociate Financial AdviserApr 16- May 17
Andres Vallejo MartinezInvestment AssociateView Profile, Andres Vallejo MartinezDave MercadoAssociate DirectorView Profile, Dave MercadoRosabel OrtizSenior AccountantView Profile, Rosabel Ortiz