Account Type******* ********Account Owner***** ********Account Opps/Deals*** *******Closed Won • Nov 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Morgan StanleyCERTIFIED FINANCIAL PLANNER®, Financial Advisor May 22 - PresentEquitable AdvisorsCERTIFIED FINANCIAL PLANNER™ Jan 20- May 22Axa Advisors LlcFinancial ProfessionalMay 17- Jan 20
Duncan LathwellHead Of East Of England Corporate Corporate And Commercial BankingView Profile, duncan lathwellJoe MosierPortfolio ManagerView Profile, joe mosierLeticia LeeFinance And Contracts CoordinatorView Profile, leticia lee