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
Mission WealthOperations ManagerSep 21 - PresentCaptrustClient Management ConsultantFeb 21- Aug 21Silverhawk Private WealthInsurance & Annuity SpecialistJul 12- Jun 18
Sagi AlkobiDirector Of OperationsView Profile, Sagi AlkobiMegan GavaganAccount Operations ManagerView Profile, Megan GavaganBrian AndrewsProject ManagerView Profile, Brian Andrews