Craig Allan, Quilter Financial Planning | Find your best path for intro

Craig Allan

Senior Financial Planner

🏢 Job Change

(2 months ago)

Quilter Financial Planning

Your Organizational Collective Activity

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***

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Last interaction was ** days ago.

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CRM Data

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Account Type*** *****

Account Owner******** ***

Account Opps/Deals

******* *******

Closed Won • Oct 24

****K $

Closed

Best path for intro

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Past Champion

***** ***

Colleague - Career Overlap

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Craigs’ Career Overlaps

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***** ***

Worked in execs roles at *** together from 2021-2024

******** ****

Worked in the same department at *** together from 2021-2024

Craigs’ Past Experience

Quilter Financial Planning
Senior Financial Planner
Nov 24 - Present
St Jamess Place
Financial Advisor
Mar 23- Nov 24
St Jamess Place Financial Adviser Academy
Trainee Financial Advisor
Mar 23- Sep 23

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