Account Type**** *******Account Owner******** ***Account Opps/Deals***** ********Closed Won • Nov 24**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
Kristy CullinaneCo FounderView Profile, kristy cullinaneRachel BarrettVP Of MembershipView Profile, rachel barrettBeata DebniakChief Executive Officer S AssistantView Profile, beata debniak