Account Type**** *****Account Owner***** *****Account Opps/Deals******** ***Closed Won • Aug 24**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
Karen LevesqueHead Of ResearchView Profile, karen levesqueClinton NormoreChief Diversity OfficerView Profile, clinton normoreJim IyoobChief Customer OfficerView Profile, jim iyoob