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
Heronsgate CapitalChartered Financial PlannerSep 24 - PresentRathbones Group PlcChartered Financial PlannerJul 24- Sep 24Saunderson HouseChartered Financial PlannerAug 16- Jul 24
Jenny LInvestorView Profile, Jenny LMolly SmithPayroll Practitioner LlView Profile, Molly SmithDaniel BuraLeiter VertriebView Profile, Daniel Bura