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
Centaurus Financial IncFinancial AdvisorJan 19 - PresentOptaviseManager of Licensing and Special ServicesOct 16 - PresentAmeriprise Financial Services LlcFinancial AdvisorMar 18- Dec 18
Owen ChenInvestment ProfessionalView Profile, Owen ChenMitch MotlaghAssociateView Profile, Mitch MotlaghBernard Van ZylCFOView Profile, Bernard Van Zyl