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
Carson WealthManaging Director, Sr. Wealth AdvisorApr 21 - PresentRetirement Capital StrategiesPartnerSep 98- Dec 09
Hadar SutovskyVP Corporate InvestmentsView Profile, Hadar SutovskyNitsan NaidorfChief Investment OfficerView Profile, Nitsan NaidorfSean MorganExecutive Vice President Finance And OperationsView Profile, Sean Morgan