Account Type****** *****Account Owner******* *****Account Opps/Deals******* ********Closed Won • Nov 24****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
MentorcliqControllerApr 24 - PresentZonosFinancial Operations DirectorFeb 21- Mar 24Lvt Liveview TechnologiesControllerJul 20- Feb 21
Kyle CliffordSenor Financial AdvisorView Profile, kyle cliffordMatan LevyControllerView Profile, matan levyDaniel MooreWealth ManagerView Profile, daniel moore