Account Type****** *****Account Owner*** ****Account Opps/Deals******* *****Closed Won • Jan 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Lloyds BankWealth Management Advisor - PresentLloyds Banking GroupPrivate Banking & Advice ManagerApr 14 - PresentLloyds BankWealth Management AdvisorJan 08- Apr 14
Eric CowanFinancial ControllerView Profile, Eric CowanRich De La RosaHead Of FP AView Profile, Rich De La RosaRuben CuestaCorporate Financial ControllerView Profile, Ruben Cuesta