Account Type*** ******Account Owner****** *****Account Opps/Deals**** ******Closed Won • Oct 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Silver Tree Wealth Management LtdFinancial AdvisorNov 23 - PresentSt Jamess Place Financial Adviser AcademyTrainee Financial AdviserAug 23- Nov 23Grey Parrot Financial PlanningNew Business Development / Trainee Advisor Aug 22- May 23
Rui MarquesSenior Financial AccountantView Profile, rui marquesNancy RebeloPrivate BankerView Profile, nancy rebeloAmanda Groves 🏃🏼♀️InvestorView Profile, amanda groves 🏃🏼♀️