Team Management
Relationship managers and client assignment overview
AUM by Relationship Manager
SM
Sarah Mitchell
Senior Relationship Manager
6
Clients
£4.99M
AUM
Reviews:2 completed
Assigned Clients
Mr James R. Harrington£610K
Dr Rajesh K. Patel£770K
Mr Thomas W. Blackwood£1.23M
Mr Arjun F. Singh£585K
+2 more
DC
David Chen
Relationship Manager
3
Clients
£690K
AUM
Reviews:0 completed1 overdue
Assigned Clients
Mrs Eleanor M. Whitfield£320K
Ms Lara J. Okonkwo£275K
Mr Daniel P. O'Brien£95K
AT
Alex Thompson
Client Services Associate
3
Clients
£730K
AUM
Reviews:0 completed1 overdue
Assigned Clients
Mrs Margaret A. Crawford£280K
Mr George S. Pemberton£200K
Mrs Susan K. Hamilton£340K