Thomas Lovill, Citygate Financial Planning | Find your best path for intro

Thomas Lovill

Trainee Financial Planner

🏢 Job Change

(2 months ago)

Citygate Financial Planning

Your Organizational Collective Activity

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***

<--,

***

Last interaction was ** days ago.

**** and *** are the closest.

CRM Data

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Account Type******* ***

Account Owner*** ****

Account Opps/Deals

***** ******

Closed Won • Nov 24

***K $

Closed

Best path for intro

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******** ******

Past Champion

****** ****

Colleague - Career Overlap

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Thomass’ Career Overlaps

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***** ***

Worked in execs roles at *** together from 2021-2024

******** ******

Worked in the same department at *** together from 2021-2024

Thomass’ Past Experience

Citygate Financial Planning
Trainee Financial Planner
Nov 24 - Present
Alphasights
Associate, Client Services (Placement)
Sep 22- Dec 22
Workaseason
Ski Season
Nov 19- Mar 20

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