Account Type******* ******Account Owner*** ********Account Opps/Deals******* ****Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Evelyn PartnersTeam Leader, Client AdministrationApr 12 - PresentBarclays Wealth ManagementAnalyst - Court of Protection TeamJan 05- Mar 12
Lindsie LamkinClient Relations SupervisorView Profile, Lindsie LamkinSarah FordSenior Technical Account ManagerView Profile, Sarah FordIsabelle TietbohlSenior Implementation ManagerView Profile, Isabelle Tietbohl