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
Australian Retirement TrustFinancial AdviserMay 24 - PresentHonan Insurance GroupClient Manager - Employee BenefitsNov 17- Jul 22West Carr HarveyAssociate Financial AdviserApr 16- May 17
Jamey HalseyFractional CFO And Value Growth AdvisorView Profile, jamey halseyPhil WynnMaster Financial CoachView Profile, phil wynnUeli A FriedliFinance GrowthView Profile, ueli a friedli