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
Alphacore Wealth AdvisoryChief Investment OfficerJan 23 - PresentPoint 72Portfolio ManagerApr 04- Dec 09T Rowe PriceVice President, Portfolio ManagerJul 98- Mar 04
Naama Halevi DavidovChief Financial OfficerView Profile, Naama Halevi DavidovKaren WilsonChief Financial OfficerView Profile, Karen WilsonKendra RommelPrincipal Co Founder Futures FinancialView Profile, Kendra Rommel