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
MorbanxFinancial AdvisorJul 18 - PresentAveta Australian Vocational Education Training AcademyOperations & Finance ExecutiveJul 18- Oct 22Auspac FinanceCredit Analyst & Loan ConsultantJun 16- Feb 17
James SanchezTax SpecialistView Profile, james sanchezMercedes TurnerSmall Business BankerView Profile, mercedes turnerJack HeintzelmanFinancial PlannerView Profile, jack heintzelman