Account Type******** ***Account Owner****** ****Account Opps/Deals*** ***Closed Won • Dec 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
QuilterManagerFeb 19 - PresentTrue Potential LlpWealth Management Liaison ManagerMar 13- Jan 19North Tyneside CouncilOperations OfficerMar 09- Jan 13
Jeff NelsonSenior Regional Manager Schwab Wealth AdvisoryView Profile, jeff nelsonBarbara ZychCEOView Profile, barbara zychDarren WilliamsCEO FounderView Profile, darren williams