Account Type****** ****Account Owner****** ***Account Opps/Deals**** ****Closed Won • Oct 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Apex Group LtdAVP FP&AMar 23 - PresentAccentureClient Financial Mgmt SpecialistJan 22- Mar 23Deutsche BankAssociateAug 21- Jan 22
Joshua CohenPartner Wealth Management AdvisorView Profile, joshua cohenAmanda FenelonAssociate Taxation And Wealth PlanningView Profile, amanda fenelonFrancesca CVC I InvestorView Profile, francesca c.