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
BupaGroup Portfolio & Capital Management DirectorApr 18 - PresentAvivaGroup Capital ManagementSep 15- Apr 18Friends LifeGroup Business Performance ManagerJan 15- Sep 15
Rick MorganExecutive Director Private InvestmentsView Profile, Rick MorganVishal VermaChief Financial OfficerView Profile, Vishal VermaGabriel FoxSenior Managing Director TaxView Profile, Gabriel Fox