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
Rbc Brewin DolphinSenior Portfolio ManagerJan 15 - PresentKames CapitalHead of Client RelationshipsJul 05- Aug 14Clydesdale BankInvestment ManagerJun 90- Jun 05
Paul RamosDirector Of Financial Planning AnalysisView Profile, paul ramosRafael Bittencourt FrancoFinancial Leader Business IntelligenceView Profile, rafael bittencourt francoHaim KallaiDirector Of FP AView Profile, haim kallai