Account Type******** *****Account Owner******** ****Account Opps/Deals*** ******Closed Won • May 25****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Quilter Financial PlanningSenior Financial PlannerNov 24 - PresentSt Jamess PlaceFinancial AdvisorMar 23- Nov 24St Jamess Place Financial Adviser AcademyTrainee Financial AdvisorMar 23- Sep 23