Account Type******* *******Account Owner***** *******Account Opps/Deals******* ***Closed Won • Jan 25***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 GeorgiusVice President Project Analyst Center Of ExcellenceView Profile, Jennifer GeorgiusUnsun LeeVP DesignView Profile, Unsun LeeMichael ChavezChief Technology OfficerView Profile, Michael Chavez