Account Type***** *******Account Owner**** *******Account Opps/Deals*** ******Closed Won • Oct 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Cetera Financial GroupHead of Advisor Growth SolutionsMay 24 - PresentAvantaxVice President, Community & Advisor EngagementApr 20- May 24Edward JonesFinancial AdvisorJan 07- Sep 07
Osher Ben AmiVP Of SalesView Profile, osher ben-amiAdam PersianiDirector Business DevelopmentView Profile, adam persianiNir Tzanhani 🎗️Account Manager And Business DevelopmentView Profile, nir tzanhani 🎗️