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
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
Liron GabaiBookkeeperView Profile, Liron GabaiMegan MarsolekFin Ops Systems AnalystView Profile, Megan MarsolekEmily ArmacostFinance ManagerView Profile, Emily Armacost