Account Type***** *******Account Owner***** *******Account Opps/Deals**** ***Closed Won • Dec 24****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
SimplybizHead of Business ConsultancyAug 16 - PresentAxa WealthBusiness Development ManagerOct 11- Jul 12Scottish EquitableBroker ConsultantJan 97- Jan 00
Jordan WolfeAngel InvestorView Profile, jordan wolfeJosh BraunFounderView Profile, josh braunDavid TienRetiredView Profile, david tien