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Search Results (13 clients found)
ID Name Email Status KYC Status Age Net Worth Investment Interests Assigned Staff Owner Staff Introducer Company Introducer Contact Actions
8 Frederick Bloggs we@wo.com Prospect In Progress N/A N/A Unassigned Unassigned N/A N/A View
13 Michael Brown michael.b@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
14 Sarah Davis sarah.davis@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
9 John Doe john.doe@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
11 Robert Johnson robert.j@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
15 David Miller david.miller@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
17 James Moore james.moore@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
5 Thomas O'Brien thomas.obrien@email.com Prospect Completed 45 EUR 650,000.00 Bonds, Mutual Funds, Real Estate Investment Trusts David Wilson Unassigned N/A N/A View
7 Heaven Scent we@we.com Prospect In Progress N/A N/A Unassigned Unassigned N/A N/A View
10 Jane Smith jane.smith@example.com Prospect Pending 35 N/A Emily Davis Emily Davis Elite Financial Services Michael Rodriguez View
18 Lisa Taylor lisa.t@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
12 Mary Williams mary.w@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View
16 Jennifer Wilson jen.wilson@example.com Prospect Pending N/A N/A Unassigned Emily Davis Elite Financial Services Michael Rodriguez View