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
ThriventPortfolio ManagerSep 22 - PresentWeatherbie Capital LlcManaging Director, Director of Research, Portfolio Manager & Equity AnalystFeb 98- Jun 15C L King AssociatesResearch AnalystSep 96- Jan 98
Lior SimonAssociateView Profile, Lior SimonJenna MuscarellaCERTIFIED FINANCIAL PLANNER Financial AdvisorView Profile, Jenna MuscarellaSanjay LindsayEquity Analysis And Portfolio Management Teaching AssistantView Profile, Sanjay Lindsay