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
Moran Partners Financial PlanningFinancial PlannerApr 22 - PresentGrimsey Wealth Pty LtdAssociate DirectorApr 13- Feb 22
Helen PottsPension AdministratorView Profile, Helen PottsNida NaeemCredentialing SpecialistView Profile, Nida NaeemVirginia Garcia DorantesManagement AccountantView Profile, Virginia Garcia Dorantes