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
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
Niv TenenbaumCorporate Financial ControllerView Profile, Niv TenenbaumMatt WestNetsuite AdministratorView Profile, Matt WestJohn PetrelliRisk ManagerView Profile, John Petrelli