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
Mangesh LotlikarAssistant ControllerView Profile, mangesh lotlikarMattia TraversiAccountantView Profile, mattia traversiNora KovacsPortfolio Management AnalystView Profile, nora kovacs