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
Waverton WealthDirector & Chartered Financial PlannerJan 16 - PresentAegonTechnical Team ManagerMay 97- Apr 04
Michael O BroinDirector TOPS FinanceView Profile, michael o broinMeenal GargHead Of TaxView Profile, meenal gargSuzanne PowellDirector Of Closing Underwriters Homepoint FinancialView Profile, suzanne powell