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
James HoweInvestment AssociateView Profile, james howePaul BrentjensBusiness ControllerView Profile, paul brentjensSteve MarcouFinancial AdvisorView Profile, steve marcou