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
Wooster Square Advisors LlcPartner | Wealth ManagerNov 23 - PresentCic WealthSenior Vice President, Financial AdvisorJan 21- Jan 23Key Private BankVice President, Wealth AdvisorJan 18- Jan 20
Lior ItzhakHead Of Finance Biz OpsView Profile, Lior ItzhakCarolyn ParaCredit Administration ManagerView Profile, Carolyn ParaMargaret SeefurthDirector Order To CashView Profile, Margaret Seefurth