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
Personal CapitalFinancial AdvisorAug 20- Feb 23CaptrustVice President - Financial AdvisorJan 16- Jan 20Edward JonesFinancial AdvisorJun 13- Jan 16
Lidor AlmasyTax AssociateView Profile, lidor almasyTrevor DawsonSENIOR FINANCIAL ACCOUNTANTView Profile, trevor dawsonLorin MeironDirector Of FinanceView Profile, lorin meiron