Account Type****** *******Account Owner****** ******Account Opps/Deals******* ******Closed Won • Nov 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
Nagakiran JastiTax AccountantView Profile, nagakiran jastiTom LyonsExecutive Director Marketing Business Development And CFOView Profile, tom lyonsJoe MillerChief Financial OfficerView Profile, joe miller