Account Type****** *****Account Owner**** *******Account Opps/Deals**** ********Closed Won • Dec 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Wealth Managing PartnersDirector Of ComplianceJun 19 - PresentPacific Financial PartnersVP of SupervisionAug 10- Jun 19Axa Advisors LlcFinancial AdvisorOct 02- Jul 10
Maya Zisser Ben TalPartnerView Profile, maya zisser ben talJennifer JonesDirector Senior Corporate CounselView Profile, jennifer jonesRiccardo PennisiOf CounselView Profile, riccardo pennisi