Account Type******* ****Account Owner***** *******Account Opps/Deals**** *******Closed Won • Nov 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
GeowealthChief Investment OfficerJan 11 - PresentTd AmeritradeDirector / Portfolio ManagerJun 03- Dec 10
Zach RochonVice President FP A Ever ProView Profile, zach rochonJeff BiskupChief Financial OfficerView Profile, jeff biskupHadas FinkelmanChief Financial OfficerView Profile, hadas finkelman