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
UbsDirector - Private Wealth ManagementNov 21 - PresentBank Of AmericaVice President; Sr. Internal InvestigationsJan 16- Oct 21PncSenior Financial Advisor - OfficerJan 14- Jan 16
Shalom VolchokCo Founder CEOView Profile, shalom volchokYishai CohenCEOView Profile, yishai cohenChandrakant PalleAssistant ManagerView Profile, chandrakant palle