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
Gray Private Wealth LlcPartner, Chief Investment OfficerSep 15 - PresentVeritable LpPortfolio ManagerAug 07- Aug 15
Ori WagnerHead Of Investments And Financial Consulting Leumi TechView Profile, Ori WagnerSharron FurtadoVice President Credit CollectionsView Profile, Sharron FurtadoCaroline YanVP ControllerView Profile, Caroline Yan