Account Type******** *****Account Owner**** ****Account Opps/Deals******* *****Closed Won • Aug 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
Jason ShumanGeneral PartnerView Profile, jason shumanKristen MartinPresident And Chief Operating OfficerView Profile, kristen martinGeoff Hancock CeoChief Executive OfficerView Profile, geoff hancock ceo