Account Type*** *******Account Owner******* ****Account Opps/Deals*** ***Closed Won • Aug 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
The Barnett Advisory GroupManaging PrincipalJan 24 - PresentWealth Equity Insurance LiteracyChief Operating Officer | Co-FounderJan 24 - PresentNew York Life Insurance CompanyCorporate Vice President | Head of Insurance Distribution Strategy & OperationsOct 10- Feb 24
Or LaviCEOView Profile, or laviNoam DanonCEO FounderView Profile, noam danonKristaps PetersonsMember Of The Management BoardView Profile, kristaps petersons