Account Type*** *****Account Owner*** ********Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
New York Life Insurance CompanyFinancial Services ProfessionalJan 24 - PresentSageview Advisory GroupManaging DirectorMar 19- Dec 22Advest IncSr. Vice PresidentJan 91- Jan 01
Omar KhalyfaInvestment Banking AnalystView Profile, Omar KhalyfaBina R PatelFinancial RepresentativeView Profile, Bina R PatelKelsey BucherAudit SeniorView Profile, Kelsey Bucher