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
GlenmedeManagement Associate: Wealth PlanningOct 21 - PresentSeiPreferred Service AnalystJun 21- Oct 21Blbb Advisors LlcInternJun 19- Jul 19
Hagit ChenBookkeeperView Profile, hagit chenRyan LewisFinancial Planning InternView Profile, ryan lewisNavdeep KaurBookkeeperView Profile, navdeep kaur