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
Morgan StanleyExecutive DirectorApr 21 - PresentWells Fargo AdvisorsPrivate Wealth Financial AdvisorSep 06- Apr 21
Michael JosephFounding PartnerView Profile, michael josephIdan CohenChief Executive OfficerView Profile, idan cohenJonathan OsbornCo FounderView Profile, jonathan osborn