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
TiaaSenior Data Analyst FINRAFeb 14 - PresentWells FargoLicensed Personal BankerMar 11- Jan 14JpmorganchaseLicensed Personal BankerMay 09- Mar 11
Yusuf SESG Investment SpecialistView Profile, yusuf s.Neshoma LustigTax SpecialistView Profile, neshoma lustigShaul SharoniCFOView Profile, shaul sharoni