Account Type***** *****Account Owner****** ******Account Opps/Deals**** ******Closed Won • Mar 25****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Steven MVice President Wealth Management OperationsView Profile, Steven MChaim RotlevyCFOView Profile, Chaim RotlevyGordon AllredSenior Managing Director InvestmentsView Profile, Gordon Allred