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
Nedbank Private WealthSenior Wealth PlannerApr 23 - PresentCrowe UkSenior Financial Planning ConsultantJun 12- Dec 21Lloyds Banking GroupLloyds TSB Private BankingNov 04- Sep 06
Jim NelsonLead Tax Research Analyst Communications Business UnitView Profile, Jim NelsonIsrael JosovicSenior Tax ManagerView Profile, Israel JosovicHasan ChowdurySenior Wealth AdvisorView Profile, Hasan Chowdury