Account Type******** ****Account Owner******** ******Account Opps/Deals**** *******Closed Won • Aug 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Lpl FinancialFinancial Advisor, Wealth StrategistMay 22 - PresentNational Financial AllianceLPL Financial PlannerMay 22 - PresentWells Fargo AdvisorsBrokerage AssociateOct 17- May 22
Effi AtadFunding PartnerView Profile, effi atadAlex FishmanPension And Financial PlanningView Profile, alex fishmanYoussef SmaanTax Controller AmericasView Profile, youssef smaan