Account Type*** ****Account Owner******* ********Account Opps/Deals******** ******Closed Won • Nov 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
CaptrustVice President | Financial AdvisorSep 21 - PresentHsbcSenior Financial Planning ManagerJul 10- Sep 12NatwestFinancial Planning ManagerAug 05- Jun 10
Kristy SmallwoodVice President CollectionsView Profile, kristy smallwoodMoshe ShalomVP Of FinanceView Profile, moshe shalomPatrick WilkeyVP FinanceView Profile, patrick wilkey