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Search Results (10 clients found)
| ID | Name | Status | KYC Status | Age | Net Worth | Investment Interests | Assigned Staff | Owner Staff | Introducer Company | Introducer Contact | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 |