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
ValentaTeam Manager (Paraplanning)Jul 17 - PresentBefree Finance And Accounting Business Process OutsourcingParaplannerAug 15- Jul 17L T Mutual FundSenior customer support officerOct 13- Nov 14
Bevan MorrisAdvisory Board MemberView Profile, bevan morrisJonathan ShambareManager Design And ConstructionView Profile, jonathan shambareMike DunnManaging DirectorView Profile, mike dunn