Account Type****** ****Account Owner*** ***Account Opps/Deals****** *****Closed Won • Jan 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
Samanta OseSenior Accounts PayableView Profile, Samanta OseJamie HodderSr Loan ProcessorView Profile, Jamie HodderJames GouldPrincipal Business Risk And Controls Tech IS Data TransformationView Profile, James Gould