Account Type*** *****Account Owner******* *****Account Opps/Deals*** *****Closed Won • Oct 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
London Capital Wealth ManagementPortfolio ManagerOct 18 - PresentCredit SuissePortfolio Manager (Associate Vice-President)Jun 14- Jan 18Morgan StanleyPortfolio Manager's Assistant/Accounts ManagerOct 09- Jun 14
Jennifer ZhaoDirector Capital FormationView Profile, jennifer zhaoWendy SwainsonFinancial ControllerView Profile, wendy swainsonCharles BoutwoodB 2 B And Finance Business Growth ManagerView Profile, charles boutwood