Account Type*** ***Account Owner**** *****Account Opps/Deals******** ***Closed Won • Feb 25***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Coloma Wealth Management LlpIndependent Financial AdviserSep 13 - PresentBarclaysTrainee Financial AdviserAug 02- Mar 03
Preston MaysLoan SpecialistView Profile, Preston MaysSachin RaoEquity Research AssociateView Profile, Sachin RaoChet PeerenboomSenior Treasury AnalystView Profile, Chet Peerenboom