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
Silver Tree Wealth Management LtdFinancial AdvisorNov 23 - PresentSt Jamess Place Financial Adviser AcademyTrainee Financial AdviserAug 23- Nov 23Grey Parrot Financial PlanningNew Business Development / Trainee Advisor Aug 22- May 23
Alexandre LimInvestment AnalystView Profile, alexandre limMia ForsgrenFinance ManagerView Profile, mia forsgrenMark KearneyFractional CFO And Business DevelopmentView Profile, mark kearney