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
WealthfeedCo-Founder, Finance & SalesDec 23 - PresentJ P Morgan Private BankBanker | J.P. Morgan Private BankMay 22- Jun 23BtigAnalyst | Investment BankingMay 21- Mar 22
Omer LevyCFOView Profile, Omer LevyTaylor A MitchellChief Financial OfficerView Profile, Taylor A MitchellTom HeacockChief Financial OfficerView Profile, Tom Heacock