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
Vestia Personal Wealth AdvisorsCo-Founding Partner & Chief Executive OfficerJan 18 - PresentLarson FinancialFinancial AdvisorMay 10- Dec 17
Karin Kleinert GilProgram ManagerView Profile, Karin Kleinert GilArtem DoketovSenior ConsultantView Profile, Artem DoketovAlon RosenbergCto Co FounderView Profile, Alon Rosenberg