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
Strategies For WealthFinancial Planning RepresentativeJun 21 - PresentCornerstone Capital Of NyRelationship ManagerApr 18- Jan 20Avenue Sothebys International RealtyLicensed SalespersonMay 13- Apr 14
Sarah GoodmanFinancial Markets AssociateView Profile, Sarah GoodmanBrian DaumCFOView Profile, Brian DaumBasem SSenior Enterprise Account Executive Financial ServicesView Profile, Basem S