Account Type****** *****Account Owner***** ********Account Opps/Deals***** *******Closed Won • Jul 24***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
Scott MillerPartnerView Profile, scott millerRachel LaiFinancial Planning And Analysis ManagerView Profile, rachel laiSean AndrewsDirector Of FinanceView Profile, sean andrews