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
SimplybizField Compliance ManagerJan 15 - PresentHsbcPremier Independent Financial AdviserJun 11- Dec 14Bm Solutions From Birmingham MidshiresFinancial ConsultantJun 02- Sep 08
Sean DonnellyGeneral CounselView Profile, Sean DonnellySean M WalshSpecial CounselView Profile, Sean M WalshEmily PierceHead Of US Equity ComplianceView Profile, Emily Pierce