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
Wells FargoHead of Account Transfers and Money MovementApr 22 - PresentLpl FinancialSenior Vice President OperationsJul 17- Mar 22TiaaBusiness Metrics - Manager (Strategic Sourcing)Mar 15- Jul 17
Avi NoimanTax Partner Asset Management Sector LeaderView Profile, avi noimanNoam TaichlerChief Financial OfficerView Profile, noam taichlerYael SchipperVP FinanceView Profile, yael schipper