Account Type**** *******Account Owner***** *****Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Raymond JamesSenior Practice Management ConsultantJan 22 - PresentBarnum Financial GroupFinancial Planner | Investment Advisor RepresentativeDec 20- Mar 22Prudential FinancialManager, Financial Services at The Prudential Insurance Company of AmericaJan 17- Jan 20
Sharon AdlerPartnerView Profile, Sharon AdlerVivek ShettyAVP Business IndiaView Profile, Vivek ShettyRoi ZahutChief Technology OfficerView Profile, Roi Zahut