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
TerakiSenior Finance ManagerJan 24 - PresentMorressierFinance AnalystFeb 22- Jan 24Element Insurance AgFinance AssociateOct 19- Apr 20
Graeme WallerAssociateView Profile, Graeme WallerShane GlavinPresidentView Profile, Shane GlavinJonathan NevilleDirector Of Financial PlanningView Profile, Jonathan Neville