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
Nomad DataDirector Of PartnershipsJun 22 - PresentBny WealthClient StrategistJan 19- Jun 22UbsWealth Planning Aug 18- Jan 19
Adam LeverCEOView Profile, Adam LeverAssaf RavivCEOView Profile, Assaf RavivMariana VassilevaProject ManagerView Profile, Mariana Vassileva