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
QuilterBusiness Establishment ManagerJul 23 - PresentSt Jamess PlaceFinancial AdviserOct 16- Sep 18St Jamess Place Financial Adviser AcademyAcademy PartnerOct 16- Apr 17
Stephen WietreckiManaging PartnerView Profile, Stephen WietreckiLaina DcostaBusiness Development CoordinatorView Profile, Laina DcostaMark ReganGrowth Portfolio GTM And Rev Ops AdvisorView Profile, Mark Regan