Account Type**** ****Account Owner******** *****Account Opps/Deals*** *****Closed Won • Dec 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
The Piedmont GroupSenior Fianancial AdvisorSep 24 - PresentCapstone Financial LlcSenior Vice PresidentDec 18- Sep 24Prudential FinancialFinancial AdvisorDec 16- Dec 18
Tomer Shalit LevyControllerView Profile, tomer shalit levyHema KishnaniDirector Credit Risk Manager Financial Institutions Enterprise Credit RiskView Profile, hema kishnaniTom DunneFinancial AnalystView Profile, tom dunne