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
EmpowerSenior Director, Advice Solutions, Portfolio ManagementFeb 23 - PresentPersonal CapitalDirector of Advice SolutionsAug 18- Feb 23Polaris Wealth Advisory GroupHead of Trading & ResearchJan 10- Jul 18
Ohad KedarVP Product PlatformView Profile, ohad kedarAndres PerezDirector Of Product ManagementView Profile, andres perezAndreya ShaakVP Product Management Retail EnergyView Profile, andreya shaak