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
Evelyn PartnersDirectorMar 21 - PresentTilney GroupBusiness Development - Professional Connections, Scotland - Investment Management | Private WealthFeb 11 - PresentDeutsche BankRelationship Manager - Business Development - Investment Management | Private WealthFeb 11- Jul 14
Samantha MarkwickGroup Finance HFM ManagerView Profile, Samantha MarkwickJames RogersLead Financial ControllerView Profile, James RogersEduardo APortfolio Investment Management PrincipalView Profile, Eduardo A