Account Type**** ****Account Owner******* ******Account Opps/Deals**** *******Closed Won • Jul 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
CompoundPrincipal & Senior Wealth AdvisorJan 24 - PresentEmpowerSenior Financial AdvisorFeb 23- Jan 24Personal CapitalSenior Financial AdvisorJan 16- Feb 23
Joel KatzTax ConsultantView Profile, joel katzIdo RosanskiCo Chief Investment OfficerView Profile, ido rosanskiGabriel MontesanoDirector Of AccountingView Profile, gabriel montesano