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
J P MorganPrivate Client AdvisorJan 25 - PresentViridian Capital AdvisorsVice President MarketingDec 21- Mar 23Sigma Alpha Mu FraternitySocial Chairman Nov 19- Oct 20
Grant RobertsDirector Of FinanceView Profile, Grant RobertsAviram NaehHead Of Equities At Meitav Long Term SavingsView Profile, Aviram NaehAnya HermosoIncoming Finance AssociateView Profile, Anya Hermoso