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
Advest FinancialDirector, Capital MarketsFeb 25 - PresentInlystFounderSep 21 - PresentThink CompanyDirector of Business DevelopmentOct 22- Feb 25
Dvir Ben AmiDirector Of FinanceView Profile, Dvir Ben AmiJohanna KozakHead Retail Investing US Wealth Virtual ConnectView Profile, Johanna KozakFran ShawCommercial Finance DirectorView Profile, Fran Shaw