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
GlenmedeManaging Director - Business Development DirectorDec 18 - PresentFieldpoint PrivateManaging Director/Senior AdvisorJan 16- Jan 18Capital Group Private Client ServicesSenior Vice President and Investment CounselorJan 03- Jan 15
Uri KushnirChief Executive OfficerView Profile, uri kushnirDaniel HillmanCo FounderView Profile, daniel hillmanMike De ZilvaFounder CEOView Profile, mike de zilva