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
Wealth Advisor Growth NetworkPartner and Co-FounderSep 19 - PresentAik 2 Insurance ServicesCEOMay 21 - PresentCompass Cfo Solutions LlcBoard MemberAug 19- Apr 21
Marcie Down ShohamPresident And OwnerView Profile, marcie down shohamOfer GonenChief Executive OfficerView Profile, ofer gonenMolly LangensteinMember Board Of DirectorsView Profile, molly langenstein