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
London Capital Wealth ManagementDirectorDec 14 - PresentKpmgTax ConsultantJan 13- Dec 14Ey Private Client ServicesTax AdvisorSep 07- Jun 10
Mary DohertyDirector Of MarketingView Profile, mary dohertyTodd BaileyMarketing ManagerView Profile, todd baileyAviya Sagie LahavMarketing ManagerView Profile, aviya sagie lahav