Account Type******** ****Account Owner******** *****Account Opps/Deals******** ****Closed Won • Oct 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
Shelly RossSenior Accounting ManagerView Profile, shelly rossVictoria RuhlePortfolio ManagerView Profile, victoria ruhleJosh BenderControllerView Profile, josh bender