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
Bentley Wealth PartnersDirector | Financial AdviserJan 25 - PresentLathe Co Wealth AdvisersAssociate Director | Financial AdviserJan 18- Dec 24Amicus Wealth LtdSenior Consultant | Financial AdviserApr 15- Jan 18
Mark RecordDirector Of AccountingView Profile, Mark RecordBram OverbeekHead Of Value Proposition Life Disability Be Ne Lux Bij AllianzView Profile, Bram OverbeekJoel SmithDirector Of Accounts ReceivableView Profile, Joel Smith