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
Morgan StanleyFinancial AdvisorApr 20 - PresentInstinet IncorporatedExecutive DirectorJun 15- Apr 19Guggenheim PartnersDirector - Equity TradingJun 13- Jun 15
Kobi ShabtayCertified Financial PlannerView Profile, Kobi ShabtayDenise PiazzaDirector Of Accounting FinanceView Profile, Denise PiazzaShannon HerrellWealth AdvisorView Profile, Shannon Herrell