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
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
David SauerChief Executive OfficerView Profile, David SauerKia WareCIOView Profile, Kia WareJack HaywardCo FounderView Profile, Jack Hayward