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
AclaimantChief Financial OfficerDec 22- Mar 24BoastChief Financial OfficerMay 21- Jun 22GhxDirector of Financial Planning & AnalyticsJan 19- May 21
Bartley OdwyerManaging Director Head Of Private CapitalView Profile, Bartley OdwyerOwen PriceDirector Of FP AView Profile, Owen PriceSusan SieringHead Of Wealth Management Media RelationsView Profile, Susan Siering