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
FortnumHead of Technical and ParaplanningDec 23 - PresentAustralian Unity WealthHead of Technical ServicesNov 18- Dec 23Colonial First StateSenior Technical ManagerApr 07- Dec 23
Adam JeffsEditorView Profile, Adam JeffsCarolina LopezPrincipal ConsultantView Profile, Carolina LopezMatt VerlaquePartnerView Profile, Matt Verlaque