Account Type**** *****Account Owner*** ***Account Opps/Deals***** ***Closed Won • Dec 24****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
Anat Tila CherniManaging PartnerView Profile, anat tila cherniRaphael AmzallagFounder CEOView Profile, raphael amzallagPhil HamptonManaging DirectorView Profile, phil hampton