Account Type******** ********Account Owner******** *******Account Opps/Deals******** ****Closed Won • Feb 25***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Lgt Crestone Wealth Management LimitedOperations AnalystAug 24 - PresentUnisuperMember Services SpecialistNov 23- Aug 24PraemiumInvestment AssociateDec 21- Jan 24
Sam PosterConstruction SuperintendentView Profile, Sam PosterJonathan LoAssociate Portfolio ManagerView Profile, Jonathan LoDoug MertensRegional Grazing CoordinatorView Profile, Doug Mertens