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
QuilterChartered Financial Planner at Quilter Financial AdvisersOct 12 - PresentLighthouse Group Financial SolutionsChartered Financial Planner & Pension Transfer SpecialistOct 12- Oct 23Axa WealthSenior Account DirectorAug 97- Mar 08
Anna GumportAssociateView Profile, anna gumportNichole DanielFinancial Advisor AssistantView Profile, nichole danielKim SullivanSenior Manager Operational AccountingView Profile, kim sullivan