Account Type***** ********Account Owner******** ****Account Opps/Deals***** ****Closed Won • Nov 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
CaptrustFinancial AdvisorSep 20 - PresentFinancial Directions Group IncWealth AdvisorSep 18- Sep 20Td AmeritradeSenior Financial ConsultantDec 13- Sep 18
George AdamsAssociateView Profile, george adamsMaayan GolanInvestment BankerView Profile, maayan golanAaron McdanielFinancial System AnalystView Profile, aaron mcdaniel