Account Type***** ***Account Owner******** ****Account Opps/Deals*** *******Closed Won • Oct 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
BmoSenior Wealth Planning ConsultantJan 23 - PresentEdward JonesSenior Wealth ConsultantApr 21- Dec 22DeloitteSenior ManagerSep 19- Mar 21
Noah BerkowiczExecutive Search Consultant Advisor CFO PracticeView Profile, noah berkowiczAdam DulskyTechnology Investor BVP ForgeView Profile, adam dulskyKatarzyna WaclawekPartner Finance Projects RestructuringView Profile, katarzyna wacławek