Account Type**** ******Account Owner*** ********Account Opps/Deals*** *****Closed Won • Jan 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
BarclaysVice President - Technical Manager, UK Wealth Planning, Barclays Wealth ManagementNov 17 - PresentBarclays Wealth ManagementVice President - Chartered Financial PlannerDec 11 - Present
David ZhangFounderView Profile, David ZhangDanielle PilusoSVP Director Production IntelligenceView Profile, Danielle PilusoDario LuparelloFounderView Profile, Dario Luparello