Account Type******** *****Account Owner******** ***Account Opps/Deals******* *****Closed Won • Feb 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
QuilterBusiness Establishment ManagerJul 23 - PresentSt Jamess PlaceFinancial AdviserOct 16- Sep 18St Jamess Place Financial Adviser AcademyAcademy PartnerOct 16- Apr 17
John LloydRegional Business Development ManagerView Profile, John LloydLeonard Blair JrAssociate Partner ManagerView Profile, Leonard Blair JrMatthew AndertonManaging PartnerView Profile, Matthew Anderton