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
Consultant Self EmployedSenior Wealth ManagerJan 20 - PresentDevere GroupSenior Wealth Manager - UK Pension AnalystJul 09- Jan 20Duncan ToplisAccounts ClerkJun 07- Jun 08
Jack Winsley MricsSenior Asset ManagerView Profile, jack winsley mricsKaylyn CurtisControllerView Profile, kaylyn curtisAmir LevyOperations LeadView Profile, amir levy