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
EmpowerSenior Director, Advice Solutions, Portfolio ManagementFeb 23 - PresentPersonal CapitalDirector of Advice SolutionsAug 18- Feb 23Polaris Wealth Advisory GroupHead of Trading & ResearchJan 10- Jul 18
Sudeep PadiyarVice President Of ProductsView Profile, Sudeep PadiyarOhad ZadokChief Product OfficerView Profile, Ohad ZadokBrad ReiterVice President Of ProductsView Profile, Brad Reiter