Account Type******** ****Account Owner****** ***Account Opps/Deals******* *******Closed Won • Jan 25**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Capita Financial NetworkHead of Wealth ManagementMay 24 - PresentCharles SchwabDirector - Wealth & Asset Management SolutionsJan 15- Jun 24Fidelity InvestmentsSenior DirectorJan 07- Jan 15
Simon SmithContent Director StudioView Profile, Simon SmithIke HallDirector Project ManagementView Profile, Ike HallSam VassDistrict ManagerView Profile, Sam Vass