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
Newedge AdvisorsManaging Director | Business DevelopmentJun 21 - PresentFidelity InvestmentsVice President of Institutional SalesAug 18- Jun 21Lpl FinancialSenior Vice President - Business Development - Institutional WestFeb 02- Aug 18
Eran OrzelChief Executive OfficerView Profile, Eran OrzelJustin SmartChief Operating OfficerView Profile, Justin SmartJoshua Lombardo BottemaFounder CEOView Profile, Joshua Lombardo Bottema