Account Type**** *******Account Owner******** ***Account Opps/Deals***** *****Closed Won • Nov 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
Jim VieleeExecutive Vice President Of Business DevelopmentView Profile, jim vieleeKathy JuveEVP High Value Services ConcentrixView Profile, kathy juveIan MouldingPartnerView Profile, ian moulding