Account Type******* ********Account Owner*** ******Account Opps/Deals******** ******Closed Won • Aug 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
Fred CarpenterHead Finance ProjectsView Profile, fred carpenterTj HourenDirector Of Financial Planning And AnalysisView Profile, tj hourenCraig OwensFinancial DirectorView Profile, craig owens