Account Type**** *****Account Owner**** *******Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Sovereign Financial Group IncFounder + CEOAug 99 - PresentSovereign Advisor SolutionsDirectorMar 19 - PresentFinancial Planning Association FpaMember Board Of DirectorsApr 18 - Present
Kobi SambourskyFounder Managing PartnerView Profile, Kobi SambourskyMichael FeldenkraisChief Executive OfficerView Profile, Michael FeldenkraisLisa MurphySenior Vice President Chief Of Staff To The CEOView Profile, Lisa Murphy