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
Ayelet KindlerFVP Financial Advisor Certified Financial Planner™View Profile, Ayelet KindlerBrian GarciaPrivate Equity AssociateView Profile, Brian GarciaRyan FinnFinancial AdvisorView Profile, Ryan Finn