Account Type***** ********Account Owner******** ******Account Opps/Deals*** ******Closed Won • Feb 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Origin Wealth Advisers LlcFinancial Planning AssociateFeb 22 - PresentPublic LabelAccount DirectorJan 20- Jan 22Match Marketing GroupAssociate Account DirectorFeb 13- Jan 20
Joshua LevinInvestment Banking AnalystView Profile, Joshua LevinAyesha SabirEquity Research AssociateView Profile, Ayesha SabirOri ShakedInvestments AssociateView Profile, Ori Shaked