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
Defining Wealth PartnersFinancial Advisor - Director of OperationsMar 24 - PresentSierra Investment ManagementRegional Sales DirectorMar 22- Feb 24Ocean Park Asset ManagementRegional Sales DirectorAug 22- Feb 24
Louisa FalaHead Of Pursuits Financial Services OceaniaView Profile, Louisa FalaMel CharlesDirector Of Regulatory PortfolioView Profile, Mel CharlesWendy RodriguezHead Of AccountingView Profile, Wendy Rodriguez