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
Wealth Engineering LlcChief Executive OfficerJan 05 - PresentInvestview IncDirector of FinanceApr 17- Jan 22Kuvera LlcCo FounderFeb 13- Apr 17
Yuval MagidChief Operating OfficerView Profile, Yuval MagidAdrian Brady CesanaFounder And Chief Experience OfficerView Profile, Adrian Brady CesanaDavid ChoDirector Of Development And CommunicationsView Profile, David Cho