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
Netwealth See Wealth Differently Asx NwlResolution OfficerJul 24 - PresentPraemiumSupport Consultant - SMA.Sep 22- Jul 24La Trobe FinancialTeam Leader - Investor Online SupportOct 15- Sep 22
Todd RiveraSenior Business AdvisorView Profile, todd riveraAlexandra PassantinoClient Service ManagerView Profile, alexandra passantinoRyan McgovernSenior Product Support AnalystView Profile, ryan mcgovern