Account Type***** ****Account Owner**** ***Account Opps/Deals*** *******Closed Won • Nov 24****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Fishman Insurance Pension And FinancePension and Financial PlanningMar 24 - PresentZilberman Pension InsurancePension and Financial PlannerJan 17- Jan 24מבטח סימון סוכנויות לביטוח Mivtach Simon Insurance AgenciesPension and Financial PlannerJan 07- Jan 17
Lisa FriebelFinancial Advisor Focused On Helping Individuals Pursue Their Financial GoalsView Profile, lisa friebelJonathan SanfordPrivate Equity Co InvestmentView Profile, jonathan sanfordJon AndersenPartner Equity ResearchView Profile, jon andersen