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
Blue TrustFinancial Planning AssociateApr 22 - PresentVanguardEvent and Project Administrator, Senior AssociateSep 19- Apr 22AscensionAssociate ProducerMar 17- Aug 19
Aviram NaehHead Of Equities At Meitav Long Term SavingsView Profile, Aviram NaehMichael ButlerAudit And Assurance Associate At Pw CView Profile, Michael ButlerMike ThompsonInternal AuditorView Profile, Mike Thompson