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
Evelyn PartnersTeam Leader, Client AdministrationApr 12 - PresentBarclays Wealth ManagementAnalyst - Court of Protection TeamJan 05- Mar 12
Jonathan GittinsPrincipal Customer Success ManagerView Profile, Jonathan GittinsJack TsaurFounding Customer Success ManagerView Profile, Jack TsaurSergey MilonidiSenior Client Onboarding Implementation ManagerView Profile, Sergey Milonidi