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
Nucleus FinancialHead of Adviser and Customer ReadinessApr 25 - PresentM G PlcChief of Staff - Wealth CEOJul 14- Apr 25Prudential UkProgram Project ManagerNov 98- Feb 14
Bill LisieckiDirectorView Profile, Bill LisieckiMark MiddlebrookDirector Of OperationsView Profile, Mark MiddlebrookAndrew MetcalfDirectorView Profile, Andrew Metcalf