Account Type**** ***Account Owner******* *****Account Opps/Deals******* ******Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
QuilterFinancial AdvisorOct 23 - PresentLighthouse Group Financial SolutionsFinancial AdvisorAug 13 - Present
Amit Tamir TreflerFinancial ControllerView Profile, Amit Tamir TreflerKhalil KhaliliTax DirectorView Profile, Khalil KhaliliEric ChanVice President Treasury Management Solutions Department ManagerView Profile, Eric Chan