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
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
Carrie MurrayFounderView Profile, Carrie MurrayCorey KotlarzFounder President Call Center Outsourcing And BPO Expert CX AdvisorView Profile, Corey KotlarzMatthew CopelandOwnerView Profile, Matthew Copeland