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
Peak Wealth ManagementFinancial Adviser & Partner at Peak Wealth Management Pty LtdJan 20 - PresentResponse For LifeDirector & Business Development ManagerAug 12 - PresentInfocus Advisory AustraliaFinancial AdviserFeb 11- Feb 19
Robert ZulloFinancial ControllerView Profile, robert zulloPatti RichardsAssociate Financial RepresentativeView Profile, patti richardsYoav PerskyChief Financial OfficerView Profile, yoav persky