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
Horizon InvestmentsChief of Staff and Head of Sales ExecutionOct 18 - PresentLpl FinancialAVP Advisory Product ManagementSep 16- Oct 18MassmutualSenior Product Consultant II - AdvisoryJul 16- Sep 16
Manny MedinaFounder And Board MemberView Profile, Manny MedinaAmir FarhiChief Commercial Officer CCOView Profile, Amir FarhiCarles Morales BoadaCo Founder Co CEOView Profile, Carles Morales Boada