Account Type**** ********Account Owner*** ******Account Opps/Deals******* ******Closed Won • Oct 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Wealth WorkbenchCEO of Wealth WorkbenchJan 20 - PresentTransamerica Financial Advisors IncFinancial AdvisorJan 17- Jan 19Importla IncTechnical ArchitectJan 15- Jan 16
Rob RosenbergManaging Director Co Head Of Board And Special Committee Advisory Group At Houlihan LokeyView Profile, rob rosenbergAsher ZamirFounder ChairmanView Profile, asher zamirCarol RoutledgeActing CEOView Profile, carol routledge