Account Type******* ******Account Owner***** ****Account Opps/Deals****** ******Closed Won • Jan 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Summer FiChief Financial OfficerMay 22 - PresentFluidly By OaknorthVP of FinanceSep 19- Jan 22PillarFinance DirectorJun 18- Oct 18
Colleen ShannonChief Financial OfficerView Profile, Colleen ShannonKelvin ChuExecutive Director Asian Insurance And Diversified FinancialsView Profile, Kelvin ChuPaul JacksonManaging Director Wealth Management Family Wealth Director Financial AdvisorView Profile, Paul Jackson