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
Savvy WealthHead of Finance and Business OperationsOct 22 - PresentDandyGrowth Strategy ManagerJul 21- Oct 22Oaktree Capital Management L PPrivate Equity AssociateJul 19- Jul 21
Joe MikulsVice President Of FP AView Profile, joe mikulsAsher WaldmanChief Financial OfficerView Profile, asher waldmanGal DefesFirst Senior Vice President Head Of International C I High Tech And Corporate Banking ServicesView Profile, gal defes