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
Intelligent Pensions LtdChartered Financial Planner / Retirement AdviserJan 22 - Present7 ImChartered Financial PlannerNov 19- Nov 21Arbuthnot LathamWealth Planner - Chartered Financial PlannerOct 13- Aug 18
Eyal AlonCFOView Profile, Eyal AlonLionita WijayaSr Finance AnalystView Profile, Lionita WijayaAmber SchultzAccount Finance ManagerView Profile, Amber Schultz