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
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
Angus DavisBoard PartnerView Profile, Angus DavisArabella WardenChief Operating OfficerView Profile, Arabella WardenChase JohnsonOwner DirectorView Profile, Chase Johnson