Account Type*** *******Account Owner******* *******Account Opps/Deals****** ***Closed Won • Feb 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Barclays Wealth ManagementAVP, Wealth, Structural Reform ProgrammeNov 16 - PresentBarclaysAVP, Wealth Operations FBP, CostJan 13- Nov 16Grant Thornton UkExecutiveAug 08- Dec 12
Jess MertenChief Financial OfficerView Profile, Jess MertenStephen SwensenChief Investment Officer Co FounderView Profile, Stephen SwensenLou DavisChief Investment OfficerView Profile, Lou Davis