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
JpmorganchaseClient Service Associate IISep 22 - PresentChasePrivate Client BankerJul 13- Sep 22Merrill LynchFinancial AdvisorJul 11- Apr 13
Joe BuckleyManager Claims Contact CenterView Profile, joe buckleyConor James SmithCustomer Service AgentView Profile, conor james smithKirsty RobertsonSupport ManagerView Profile, kirsty robertson