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
Truist WealthEVP, Head of Investment Advice & SolutionsFeb 21 - PresentWells Fargo AdvisorsManaging Director - Client and Financial Advisor ExperienceJan 97- Jan 11
Massimiliano ManciniFounderView Profile, Massimiliano ManciniNadav AvikasisChief Technology OfficerView Profile, Nadav AvikasisCharles LeeVice PresidentView Profile, Charles Lee