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
YipitdataResearch AnalystMar 22 - PresentCraig Hallum Capital GroupEquity Research AnalystJan 18- Mar 22Rbc Wealth ManagementSpecialist - Cost BasisAug 16- Jan 18
Yoad PrivashChief Investment OfficerView Profile, Yoad PrivashShelly CarmichaelDirector Specialty Tax ServicesView Profile, Shelly CarmichaelSuneet RanigaBoard TrusteeView Profile, Suneet Raniga