Account Type******* ****Account Owner**** *****Account Opps/Deals*** ******Closed Won • Jan 25***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
YcorpFinancial DirectorJul 23 - PresentOctopus InvestmentsCommercial Finance Analyst (FMG)Aug 17- Jul 23MoneycorpNational Account ExecutiveJan 17- Jul 17
Salomon ElbazSenior Financial Planner MD Signature Private Wealth ManagementView Profile, Salomon ElbazMartin GlickFinancial ControllerView Profile, Martin GlickGloria TingAssociateView Profile, Gloria Ting