Account Type*** ***Account Owner****** *******Account Opps/Deals******** ******Closed Won • Dec 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
Timothy PhillipsVice President Of Student Affairs Dean Of StudentsView Profile, timothy phillipsFleur LeechExecutive Assistant To Partner Global Head Of EquitiesView Profile, fleur leechLauren LevyFounderView Profile, lauren levy