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
Performance WealthWealth ManagerJan 21 - PresentWilliam BlairWealth ManagememtMay 19- Jan 21Edward JonesFinancial AdvisorDec 17- May 19
Dan GoudzwaardProfit Center ManagerView Profile, Dan GoudzwaardMaarten VermeulenFinancial ControllerView Profile, Maarten VermeulenDror RaskinCFOView Profile, Dror Raskin