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
StephensVice President - Private Client GroupJan 14 - PresentMorgan StanleyVice PresidentJan 09- Jun 14Legg Mason Acquired By Franklin TempletonVice PresidentJan 00- Dec 05
Ori Ben AharonCo FounderView Profile, Ori Ben AharonAlex SanchezCo FounderView Profile, Alex SanchezJoe WarnerOwnerView Profile, Joe Warner