Account Type******* *******Account Owner*** ****Account Opps/Deals******* ***Closed Won • Mar 25**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Amber River Shipman WealthChief Executive OfficerOct 24 - PresentOld MillHead of Wealth ManagementFeb 23- Oct 24Evelyn PartnersHead of Financial Services, Bristol Region. Managing PartnerJan 21- Feb 23
Ned ShowChief Executive OfficerView Profile, Ned ShowJohn CheneyCo PresidentView Profile, John CheneyLloyd SpencerCo FounderView Profile, Lloyd Spencer