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
Coloma Wealth Management LlpIndependent Financial AdviserSep 13 - PresentBarclaysTrainee Financial AdviserAug 02- Mar 03
Dion Hiu Sum ChanFinance ExecutiveView Profile, Dion Hiu Sum ChanJacksir ButedAssociateView Profile, Jacksir ButedMark CraigLoan OfficerView Profile, Mark Craig