Account Type******* ****Account Owner****** ****Account Opps/Deals****** ********Closed Won • Feb 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Faxio Private WealthFounder & Managing PartnerDec 22 - PresentPrudential FinancialFinancial AdvisorMay 19- Dec 22Morgan StanleyFinancial AdvisorSep 15- Feb 19
Roger RizkCo Founder COOView Profile, Roger RizkKeren ZukermanCo Founder CEOView Profile, Keren ZukermanScott VincentFounderView Profile, Scott Vincent