Account Type*** ******Account Owner****** *****Account Opps/Deals******** *****Closed Won • Nov 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
CleengSenior FP&A AnalystAug 20 - PresentFranklin TempletonSenior Analyst - Investment Management ServicesJun 16- Jun 20Ing PolandCorporate Client Assistant AdvisorJan 16- May 16
Grant JoinerSenior Financial AdvisorView Profile, grant joinerJonathan KoeSenior Global Actuarial AnalystView Profile, jonathan koeJustin BakerSenior Financial AdvisorView Profile, justin baker