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
Morgan StanleySenior Vice President, Private Wealth AdvisorOct 17 - PresentMakena Capital Management LlcFinancial AnalystMay 13- Aug 13
Michelle WerthManaging Member And Senior Wealth AdvisorView Profile, Michelle WerthNir AvizmilChief Financial OfficerView Profile, Nir AvizmilBrad PingelManaging Director Private EquityView Profile, Brad Pingel