Account Type***** ******Account Owner******** ****Account Opps/Deals***** *******Closed Won • Oct 24***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Copia Wealth StudiosAnalystMay 23 - PresentMackay Shields LlcClient Reporting AnalystAug 22- May 23Clearbridge InvestmentsRisk AnalystJun 20- Aug 22
Yael KeidarRisk Data AnalystView Profile, yael keidarShae OwensDataView Profile, shae owensBen FreemanSenior AnalystView Profile, ben freeman