Account Type******** ***Account Owner*** *******Account Opps/Deals******* ***Closed Won • Oct 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
St Jamess PlaceAdrian Davies Experience Financial Planning | Partner PracticeFeb 24 - PresentBarclays UkCustomer Care DirectorApr 19- Nov 23BarclaysCommunity Banking DirectorAug 97- Apr 19
Lucretia CollinsCash Risk SpecialtyView Profile, lucretia collinsJason ChaffeeRetirement Plan AdvisorView Profile, jason chaffeeOmer AdamskyCPA ControllerView Profile, omer adamsky