Account Type******** ****Account Owner*** ********Account Opps/Deals******* *******Closed Won • Nov 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Cfp BoardManaging Director, Professional PracticeAug 14 - PresentFidelity InvestmentsVice President, Regional Planning ConsultantJul 10- Aug 14TiaaDirector, Wealth Management GroupMay 09- Jul 10
Nir YaronChief Executive Officer Co FounderView Profile, nir yaronJordon RowseChief Executive OfficerView Profile, jordon rowsePatricia HuskerArea Assistant Vice PresidentView Profile, patricia husker