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
U S BankSenior Vice President / Wealth Management ConsultantJan 12 - PresentFirst RepublicSenior Relationship ManagerJan 10- Jan 11
Yoav CohenCOO Co FounderView Profile, Yoav CohenMatthew CantorSenior Managing DirectorView Profile, Matthew CantorCandyce EdelenPresident CEOView Profile, Candyce Edelen