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
Succession WealthWealth Planner - Aviva Financial AdviceOct 23 - PresentAvivaFinancial Adviser - Aviva Financial AdviceJan 17- Oct 23HsbcPremier Relationship Manager (Financial Adviser)Jan 15- Jan 17
Valentin GavilanSenior Finance ManagerView Profile, Valentin GavilanEvan EngHead Of Finance Corporate GTMView Profile, Evan EngAkilah CraigAssociateView Profile, Akilah Craig