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
Trinity Wealth Management LtdFinancial PlannerJan 24 - PresentLondon Capital Wealth ManagementPrivate Client Executive Jun 22- Dec 23Metro Bank UkCustomer Service RepresentativeJul 18- Mar 22
Judith BenSenior AccountantView Profile, Judith BenChifong DongInvestment ProfessionalView Profile, Chifong DongMary GreeneFinancial PlannerView Profile, Mary Greene