Account Type******** ******Account Owner**** ***Account Opps/Deals**** ********Closed Won • Dec 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Quilter Financial PlanningChief Financial OfficerJan 20 - PresentQuilter InvestorsCFO/COOJan 18- Dec 19Old Mutual Global InvestorsCFO/ COOAug 12- Dec 17
Anthony N ScarpoVice President And Financial AdvisorView Profile, anthony n. scarpoGareth JonesChief Financial OfficerView Profile, gareth jonesPatrick HitzlerCFO BTG GroupView Profile, patrick hitzler