Account Type*** *******Account Owner*** ******Account Opps/Deals******** *****Closed Won • Feb 25**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
The Financial Planning Institute SaHOD: Certification and StandardsOct 20 - PresentUniversity Of The Free StateExaminerJan 16- Oct 20Psg WealthOffice Manager and Financial AdvisorJan 07- Oct 20
Robert MaislinBusiness Development ManagerView Profile, Robert MaislinGraham HutterPartnerships And AlliancesView Profile, Graham HutterZach SimonsBusiness Development ManagerView Profile, Zach Simons