Account Type*** ***Account Owner******** *******Account Opps/Deals******* ******Closed Won • Dec 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Allan Gray Proprietary LimitedInvestment SpecialistFeb 24 - PresentThe Financial Planning Institute SaCertified Financial PlannerMar 17 - PresentGolden Key International Honour SocietyGolden Key International Honour SocietyAug 17 - Present
Jose OyolaFiduciary BookkeeperView Profile, jose oyolaDeanna RothschildSenior Manager Payroll AuditView Profile, deanna rothschildJoe RyanInvestment Banking AssociateView Profile, joe ryan