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
Equitable AdvisorsVice President, Greater NY ComplexJan 20 - PresentAxa Advisors LlcFinancial ConsultantMay 08- Jan 20
Kyle WilsonFounderView Profile, Kyle WilsonTony KotulaFounderView Profile, Tony KotulaAlistair MacneilChief Technology OfficerView Profile, Alistair Macneil