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