Account Type****** ******Account Owner***** *****Account Opps/Deals***** ********Closed Won • Oct 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Fortify WealthFounder & Financial Planner Jan 24 - PresentOctopusHead of London & Greater LondonAug 15- Jan 24XceptorBDMJun 14- Jul 15
Mani MahfooziSenior Advisor FP AView Profile, mani mahfooziPaul JoyauxPartner Senior Wealth ManagerView Profile, paul joyauxCarrie PrehodaSenior Equity ConsultantView Profile, carrie prehoda