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
GellerDirector, FP&ANov 21 - PresentCohen SteersDirector, Financial AnalystJul 16- Oct 21Bank Hapoalim בנק הפועליםAVP, Financial AnalystAug 11- Jul 16
Matt RogersDirector Of Financial Planning Leveraging Technology To Enhance The Advisor Client RelationshipView Profile, Matt RogersKate MayerAssistant Director Securian Financial Foundation Senior Consultant Community RelationsView Profile, Kate MayerBrent WhittakerSr Account Director Global Banking Financial ServicesView Profile, Brent Whittaker