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
Atria Wealth SolutionsExecutive DirectorNov 19 - PresentMorgan StanleyExecutive DirectorAug 84- Jan 17
Adi NovChief Executive OfficerView Profile, Adi NovKarim AbdoManaging Director CPOView Profile, Karim AbdoJeff BattChief Operating OfficerView Profile, Jeff Batt