Account Type******** ***Account Owner****** *****Account Opps/Deals****** ********Closed Won • Mar 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
Ardit SBusiness Development ManagerView Profile, Ardit SStephen NovakBusiness Development ConsultantView Profile, Stephen NovakElliot MilianManaging PartnerView Profile, Elliot Milian