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
Lloyds Banking GroupFinancial Planning ManagerDec 10 - PresentAtomos WealthTechnical AdviserNov 05- Dec 10
Morgan HarrisSr Manager Pricing StrategyView Profile, Morgan HarrisAlexis J GonzalezSenior AccountantView Profile, Alexis J GonzalezCassandra CrowDirector Of AccountingView Profile, Cassandra Crow