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
Cetera Financial GroupChief Executive OfficerMay 23 - PresentFidelity InvestmentsSenior AdvisorFeb 09- May 23SifmaBoard Of DirectorsApr 19- Mar 23
Jared KamrowskiFounder CEOView Profile, Jared KamrowskiYael KatzBoard Of DirectorsView Profile, Yael KatzSumit DangashiyaCo Founder Chief Operating OfficerView Profile, Sumit Dangashiya