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
Mission WealthFounder and Chief Compliance OfficerMar 00 - PresentCalifornia State University Channel IslandsAdjunct Professor of FinanceJan 08- Jun 12
Yishai BreslauerCOOView Profile, Yishai BreslauerRebekah KSenior Director Of Community Business SystemsView Profile, Rebekah KCalum MorrisonBusiness Unit DirectorView Profile, Calum Morrison