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
Pcs RetirementPresident and Chief Financial OfficerMar 21 - PresentWolters Kluwer Financial Services SolutionsSVP and Chief Financial OfficerSep 17- Feb 21Revitas Now Model NSVP and Chief Financial OfficerJan 15- Jan 17
Ofir ShaishChief Financial OfficerView Profile, Ofir ShaishAndre LeviChief Financial Officer PartnerView Profile, Andre LeviChristopher StewartVP Private Bank Relationship ManagerView Profile, Christopher Stewart