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
Delta Financial GroupCEO & Principal Financial AdviserMar 11 - PresentAfpg Australian Financial Planning GroupSenior Financial Planner | Investment & Superannuation AdviserJan 09- Dec 11Mf GlobalAccount Executive | Derivatives AdviserJan 07- Dec 08
Jessie JohnsonPrincipal AnalystView Profile, Jessie JohnsonTom HallSenior Pricing ManagerView Profile, Tom HallSarah DaughertySenior Client Finance AnalystView Profile, Sarah Daugherty