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
Money Management InstituteExecutive Vice President Chief Membership OfficerJan 22 - PresentPhoenix Investment PartnersVice President, Advisor DevelopmentJan 01- Jan 02TiaaVice President Investment ServicesJan 97- Jan 00
Alon HazanChief Technology OfficerView Profile, alon hazanMarkus BirkelbachSenior Vice PresidentView Profile, markus birkelbachJuliana GomezVice PresidentView Profile, juliana gomez