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
Alphacore Wealth AdvisoryChief Investment OfficerJan 23 - PresentPoint 72Portfolio ManagerApr 04- Dec 09T Rowe PriceVice President, Portfolio ManagerJul 98- Mar 04
Mike DepaschalisChief Financial OfficerView Profile, Mike DepaschalisAnders HallVice Chancellor For Investments And Chief Investment OfficerView Profile, Anders HallOrli Dishi Ben ZionChief Financial OfficerView Profile, Orli Dishi Ben Zion