Account Type*** ********Account Owner******* ******Account Opps/Deals****** ******Closed Won • Feb 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Foundation SourcePrivate Client AdvisorJun 22 - PresentWesthab IncService CoordinatorJun 22 - Present
Arie Ben AbrahamDirector Of FinanceView Profile, Arie Ben AbrahamTyler FeldDirector Private PlacementsView Profile, Tyler FeldZaida IsaacsFin Ops Onboarding SpecialistView Profile, Zaida Isaacs