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
Lucy PortsmouthFinance Operations ManagerView Profile, lucy portsmouthRod SmithChartered Financial Planner At Quilter Financial AdvisersView Profile, rod smithCarrie TeardoAssociate Financial AdvisorView Profile, carrie teardo