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
Phillips Financial Management LlcInvestment Adviser RepresentativeFeb 22 - PresentVestia Personal Wealth AdvisorsPartner, Chief Investment OfficerJan 18- Feb 22Larson FinancialFinancial AdvisorJul 09- Dec 17
Maya GuriTax ManagerView Profile, Maya GuriDvori Ben BasatCFOView Profile, Dvori Ben BasatCamara AndersonFinance Business PartnerView Profile, Camara Anderson