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
Cambridge Investment Research IncFinancial AdvisorFeb 25 - PresentWealthplan Financial GroupBranch OperationsMar 22 - PresentOn 24Sales DevelopmentJul 21- Feb 22
Suneja Bm BmsunejaManager Accounts FinanceView Profile, Suneja Bm BmsunejaJames PiersonAssociate DirectorView Profile, James PiersonKobi AltmanChief Financial OfficerView Profile, Kobi Altman