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
Parallel Advisors LlcSenior Wealth StrategistNov 22 - PresentFabricClient Development - Factor-based Portfolio AnalysisNov 21- Nov 22ZoominfoCustomer Success ManagerAug 21- Oct 21
Clint MorenoAssociate PrincipalView Profile, Clint MorenoYonat Ben OzerAssociateView Profile, Yonat Ben OzerCory PalaInvestor Relations OfficerView Profile, Cory Pala