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
Greta StetsonSenior Client Services ManagerView Profile, Greta StetsonChristina JonesStrategic Client Initiatives Senior ManagerView Profile, Christina JonesDoreen BernierSenior Client Relationship SpecialistView Profile, Doreen Bernier