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
Independent Stock Plan Advisors LlcFounder and Managing DirectorFeb 09 - PresentGlobal Equity OrganizationBoard MemberJul 05- Jun 13Fidelity InvestmentsVice PresidentJan 03- Jan 09
Gustavo YoussefFounding PartnerView Profile, Gustavo YoussefDaniel BaumCo FounderView Profile, Daniel BaumLarry SternPartnerView Profile, Larry Stern