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
Lido Advisors LlcSenior Wealth ManagerMay 23 - PresentFirst Republic Private Wealth ManagementWealth Manager - Managing DirectorJan 19- May 23Wells Fargo AdvisorsSenior Financial AdvisorJan 04- Jan 19
Ariel OhayonBDR ManagerView Profile, Ariel OhayonMichal CiecierskiFinance Business Partner Client PartnershipsView Profile, Michal CiecierskiEdward KaznowskiHead Of Business Planning FinanceView Profile, Edward Kaznowski