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
Equilibrium Financial PlanningClient ManagerNov 09 - PresentCullen WealthParaplannerSep 07- Nov 09The Co Operative Bank PlcCustomer Services AdministratorAug 00- Jun 03
Catarina Amorim PintoSales ManagerView Profile, Catarina Amorim PintoStephanie CarronAccount ManagerView Profile, Stephanie CarronNicholas UlfersGlobal Head Of SalesView Profile, Nicholas Ulfers