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
Old Mutual South AfricaIndependent Trustee-Old Mutual Black Distributor TrustDec 23 - PresentBdoNon-Executive Director at BDO Wealth AdvisersOct 21 - PresentThe Financial Planning Institute SaNon-Executive DirectorJun 21 - Present
Michelle ClementCX Consultant AdvisorView Profile, michelle clementKyle BrowerInternal Wealth SpecialistView Profile, kyle browerAna PetonjicEvent Leader And Client Experience Focal IBM Middle East And AfricaView Profile, ana petonjic