Account Type*** ***Account Owner***** *****Account Opps/Deals******** ********Closed Won • Dec 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Mutual Trust Pty LtdPartner - Head of Portfolio Solutions & Responsible InvestingMay 17 - PresentLgt Crestone Wealth Management LimitedInvestment Management Product HeadJul 15- Oct 16UbsHead of Investment Management, AustraliaOct 12- Jul 15
Jennifer KastenPresidentView Profile, jennifer kastenDaniel RuttaFounderView Profile, daniel ruttaScott ZarrielloPresidentView Profile, scott zarriello