Account Type***** ******Account Owner****** ******Account Opps/Deals*** ******Closed Won • Aug 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
Lewis ManningAssociateView Profile, lewis manningSusan PiazzaAssistant ControllerView Profile, susan piazzaTyler FinnahSenior AccountantView Profile, tyler finnah