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
Dimensional Fund AdvisorsSenior Associate, UK Wealth ManagementDec 24 - PresentL G Asset ManagementClient Relationship Executive, UK Institutional ClientsSep 19- Dec 24BloombergSales and Analytics (Work Experience)Jan 19- Jan 19
Andrew WilkinsonAsset Resillience ManagerView Profile, Andrew WilkinsonMatthew GommDirector Of FP AView Profile, Matthew GommErika Louisse San AntonioSENIOR ACCOUNTANTView Profile, Erika Louisse San Antonio