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
John DeboerCFOView Profile, John DeboerAndrew CarmineDirector Of FP AView Profile, Andrew CarmineSilvio CunhaDiretor Financeiro Brasil E LatamView Profile, Silvio Cunha