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
RestFinancial Adviser May 21 - PresentUnisuperPrivate Client Adviser - ReviewFeb 18- Apr 21NabAssociate Client ReviewMay 16- Jan 18
Jennifer EdwardsAccounting AssociateView Profile, Jennifer EdwardsNoah TraceyVP Risk Reporting Senior ManagerView Profile, Noah TraceyTony SCertified Debt ConsultantView Profile, Tony S