Account Type*** *******Account Owner******* *****Account Opps/Deals****** ****Closed Won • Jan 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Lgt Capital PartnersExecutive Director, Portfolio ManagementSep 06 - PresentHsbcInvestment AdvisorApr 02- Aug 06BarclaysDealerJan 97- Jan 01
Tom LloydChief Executive OfficerView Profile, Tom LloydAaron LevyCo Founder Chief Executive OfficerView Profile, Aaron LevyCrandal ShipleyVice PresidentView Profile, Crandal Shipley