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
St Jamess Place Financial Adviser AcademySpecialist - Intake Management - Academy, Growth & Development Sep 23 - PresentSt Jamess PlaceSecretaryFeb 06- Oct 23
Joel YeoManaging PartnerView Profile, Joel YeoCourtney Plattner CadyBusiness Development CoordinatorView Profile, Courtney Plattner CadyDaniel Rodriguez ZepetaResearch And Development ManagerView Profile, Daniel Rodriguez Zepeta