Account Type**** *****Account Owner**** ***Account Opps/Deals**** *******Closed Won • Feb 25***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Wells FargoSenior Financial Advisor - Heritage Seubert Financial LLCNov 23 - PresentRaymond JamesExecutive Financial Advisor - Raymond JamesNov 13- Apr 24Merrill LynchFinancial AdvisorMay 07- Nov 13
Danilo Giacovazzi CaChief Financial OfficerView Profile, Danilo Giacovazzi CaNir HeizlerVP FinanceView Profile, Nir HeizlerDaniel MellorsChief Financial OfficerView Profile, Daniel Mellors