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