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