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
Principal Asset ManagementDirector - ComplianceJul 08 - PresentAxa Advisors LlcFinancial AdvisorJul 04- Apr 05
Rahul MaheshwariCEO And FounderView Profile, Rahul MaheshwariDaniel EicharProject DirectorView Profile, Daniel EicharJay TannenbaumCEOView Profile, Jay Tannenbaum