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
Adviq GroupManaging PartnerJul 21 - PresentSwiss Life SelectIndependent Financial AdvisorJan 16- Sep 19
Sarah MortimerRegional Managing Director APACView Profile, sarah mortimerHenri J SasPresident Strategic Account ManagementView Profile, henri j. sasRobert BobelFounder CEOView Profile, robert bobel