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
Allworth FinancialVP - Finance Business PartneringMay 24 - PresentWealth EnhancementVP - Finance & AnalyticsMar 17- Nov 23Ameriprise Financial Services LlcSr. Finance DirectorApr 14- Mar 17
Taylor Bartholomew WynaldaVP FinanceView Profile, Taylor Bartholomew WynaldaMor ShosefGroup CFOView Profile, Mor ShosefJason DiamondManaging Director Head Of Investment Banking At Bancroft Capital LLCView Profile, Jason Diamond