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
Emoney AdvisorDirector of Financial PlanningJul 13 - PresentJames Madison UniversityStudentAug 09- May 13Emoney AdvisorSummer InternMay 12- Jan 13
Lior Zak ShaniHead Of FinanceView Profile, Lior Zak ShaniRelaida DevierteController FundsView Profile, Relaida DevierteStan MorrisInvestment Banking AssociateView Profile, Stan Morris