Account Type******** ******Account Owner***** ****Account Opps/Deals*** *******Closed Won • Dec 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Acra LendingVP, Financial Planning and AnalysisMar 20 - PresentLoandepotDirector of Financial Planning and AnalysisJan 19- Mar 20American Advisors GroupDirector of Financial Planning and AnalysisMar 14- Sep 18
Sam ShapiroGTM FinanceView Profile, sam shapiroMatthew WiensSenior Wealth Investment ManagerView Profile, matthew wiensAviad Dahan WeissFP A DirectorView Profile, aviad dahan weiss