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
Schroders Personal WealthHead of Advice Services and Investment EngagementJan 24 - PresentMargetts Fund Management LtdIndependent Non-Executive Director Jan 24 - PresentFidelity InternationalExecutive Director, Head of MarketingAug 03- Jun 23
Craig A OldhamFounder Managing Partner Executive AdvisorView Profile, Craig A OldhamSean BjorklundVice President Connect First Wealth InsuranceView Profile, Sean BjorklundMarshall Tilden IiiChief Revenue And Education Officer CommerceView Profile, Marshall Tilden Iii