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
Cis 360Chief Investment Officer Jun 17- Dec 21Investor 360Chief investment officer and Financial Planner (CFP) at Investor360Jun 17- Dec 21Phoenix Investment House הפניקס בית השקעותPlatinum Asset ManagerOct 10- Jun 17
Madi LottVice PresidentView Profile, Madi LottJohn GenovaPresidentView Profile, John GenovaAditya AmanSenior Executive Business LiaisonView Profile, Aditya Aman