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
Colonial First StateSenior Fund AdministratorDec 18 - PresentCointreeCustomer Relations & ComplianceSep 17- Nov 18Investsmart Group LimitedPortfolio Services SpecalistAug 16- Aug 17
Matthew FaustFinancial AdvisorView Profile, matthew faustAndrew VernikVP Of FinanceView Profile, andrew vernikRei Even ChenAssociateView Profile, rei even-chen