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
Income Advisory Financial AdvisersFinancial Services ConsultantNov 24 - PresentFingroupSenior ConsultantJan 24 - PresentPreceptsgroup InternationalEstate&Succession Planning PractitionerAug 22 - Present
Alexandra KanjoliaDirector Of Financial Planning And AnalysisView Profile, Alexandra KanjoliaSean WalshUSDAView Profile, Sean WalshJoanna MlonkaKsiegowyView Profile, Joanna Mlonka