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
WestbridgeInvestment ManagerMay 23 - PresentCauseway SecuritiesAlternate Non-Executive DirectorOct 24 - PresentSurvey SolutionsAlternate Non-Executive DirectorDec 23 - Present
Carson KoDirector Of FpaView Profile, Carson KoRachael ThornFinancial PlannerView Profile, Rachael ThornKarin BingerFinancial Controller Audit And ControlsView Profile, Karin Binger