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
Adams Wealth AdvisorsFounding PartnerMay 95 - PresentMerrill LynchSenior Financial AdvisorJan 98- Dec 01
Kevin De PatoulCEO Co FounderView Profile, Kevin De PatoulDavid DidomizioPartner And Vice PresidentView Profile, David DidomizioAviv GorenChief Executive OfficerView Profile, Aviv Goren