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
Advisor AiFounderFeb 25 - PresentQuilter Financial PlanningFinancial AdvisorJul 24- Feb 25LifesearchProtection AdvisorFeb 24- Jun 24
Rik ReynaersFounderView Profile, Rik ReynaersJack HongFounder CEOView Profile, Jack HongGraham KilshawCEOView Profile, Graham Kilshaw