Account Type******** ********Account Owner**** *******Account Opps/Deals******* ********Closed Won • Jan 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
Yannan XiAssociate DirectorView Profile, Yannan XiMd RuhanStaff AccountantView Profile, Md RuhanGil GradyPartner CPAView Profile, Gil Grady