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
EmpowerSr Financial Advisor and Planner - Personal StrategyAug 24- Feb 25CaptrustFinancial AdvisorFeb 22- Jul 24Fisher InvestmentsInvestment CounselorNov 17- Jan 22
Dana Resnick ZulikanChief Operations OfficerView Profile, Dana Resnick ZulikanRaja GhanemCofounder Chief Operating OfficerView Profile, Raja GhanemJoel BaroneCrew Chief Commercial Production DepartmentView Profile, Joel Barone