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
Cerulli AssociatesAnalyst, Wealth ManagementJan 22 - PresentEast Carolina UniversityResearch AssistantAug 21- Dec 21
Adi OrzelInvestorView Profile, adi orzelYifat ZegmanSenior AccountantView Profile, yifat zegmanVictoria CormackAssociateView Profile, victoria cormack