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
OverjetFinancial Planning and AnalysisDec 23 - PresentVidmobDirector, Financial Planning and AnalysisSep 21- Dec 23Credit SuisseInvestment Banking AssociateJun 15- Sep 21
Tzach ShmueliSenior Wealth ManagerView Profile, tzach shmueliAnne TaraschewskiAccounting LeadView Profile, anne taraschewskiHarriet GouldingSenior Portfolio SpecialistView Profile, harriet goulding