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
CouttsExecutive DirectorJun 23 - PresentTilney GroupHead of UHNW teamOct 18- Jun 23Lgt Wealth ManagementPrivate Wealth ManagerSep 15- Oct 18
Rob GellerVP Business Development Promenaid HandrailsView Profile, rob gellerNatalie Roberts DayExecutive DirectorView Profile, natalie roberts-dayFrancesca StufanoExecutive DirectorView Profile, francesca stufano