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
First Western TrustDirector of Retirement ServicesOct 24 - PresentEmpowerVP/AVP of Product StrategyOct 93- Jun 24
Rachana KaliaInvestment AdvisorView Profile, Rachana KaliaSandi MurrayBudget AnalystView Profile, Sandi MurrayNoa MatzliachAccounting ManagerView Profile, Noa Matzliach