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
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
Victor CInvestment Banking Summer AnalystView Profile, Victor CPatricia RandazzoFinancial Aid TechnicianView Profile, Patricia RandazzoTariq TurnerMortgage Operations ManagerView Profile, Tariq Turner