Account Type******** ******Account Owner******* *****Account Opps/Deals******* ****Closed Won • Dec 24***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
Sylvia Suarez MSr Analyst Finance BK US CView Profile, sylvia suarez mCheryl LimSenior Finance ManagerView Profile, cheryl limRizza AbrogenaSr Pricing And Research AnalystView Profile, rizza abrogena