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
Nomad DataDirector Of PartnershipsJun 22 - PresentBny WealthClient StrategistJan 19- Jun 22UbsWealth Planning Aug 18- Jan 19
Tal LapidotFounder CEOView Profile, Tal LapidotFariha AfzalBusiness Director RCUView Profile, Fariha AfzalCaleb GilbertsonCo Founder CEOView Profile, Caleb Gilbertson