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
Charles SchwabVice President - Branch ManagerJun 17 - PresentFidelity InvestmentsFinancial ConsultantAug 16- May 17Charles SchwabFinancial ConsultantJan 05- Jul 16
Gustavo SapoznikFounder And CEOView Profile, Gustavo SapoznikEyal HaidushkaExecutive DirectorView Profile, Eyal HaidushkaLiz BorensteinCo FounderView Profile, Liz Borenstein