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
KoalafiSVP, Capital MarketsJan 25 - PresentCoastAdvisorFeb 22 - PresentWayflyerSVP, Capital MarketsAug 21- Jan 25
Gary DeutschChief Financial OfficerView Profile, gary deutschSteve ScribnerChief Financial OfficerView Profile, steve scribnerDafna GonenCEO I Financial And Pension Planning I Family Office And Wealth Management ServicesView Profile, dafna gonen