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
Rathbones Group PlcHead of Financial Planning & Advisory ServicesJul 16- Jan 25TowrySpecialist - Technical Development & QualityAug 04- Jun 16EyOffice Manager & ParaplannerSep 99- May 04
Jim NapolitanoManaging Director Head Of Wealth Management Client Service Center Head Of Global Center ColumbusView Profile, Jim NapolitanoMaria GeorkaDirector Equity Capital Markets RoadshowsView Profile, Maria GeorkaKyle GregersonDirector Capital MarketsView Profile, Kyle Gregerson