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
IzoologicChief Financial OfficerFeb 23 - PresentMilestone AdvisersDirectorNov 11 - PresentAmpFinancial PlannerNov 10- Nov 11
Phil RichardsDirector Of Finance HumanView Profile, Phil RichardsLimor ShachamChief Financial OfficerView Profile, Limor ShachamAndy SiegHead Of WealthView Profile, Andy Sieg