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
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
Steven SmithAsset Liability AnalysisView Profile, steven smithSerena SladeSenior UnderwriterView Profile, serena sladeBoshen JiaAssociateView Profile, boshen jia