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
Cohen Company Asset ManagementChairmanJan 99 - PresentCohen CircleCo-Founder and Managing MemberJan 16 - PresentForbes Finance CouncilThought Leader & MemberFeb 23 - Present
Dominik FrancicaChief Executive Officer Co FounderView Profile, Dominik FrancicaSusan SpiveySr VP Director Of Affluent Customer Segment And Service Experience LeaderView Profile, Susan SpiveyRobin SmithChief Operating OfficerView Profile, Robin Smith