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
Rise North CapitalFinancial AdvisorMay 21 - PresentNorthwestern MutualCollege Financial RepresentativeMay 20- May 21Fidelity InvestmentsSales & Relationship Management InternMay 19- Aug 19
Reut Shlomo KuziControllerView Profile, Reut Shlomo KuziDevi PradhanAssociate PrincipalView Profile, Devi PradhanKevin Dawson DawsonDirector Of Financial Planning And AnalysisView Profile, Kevin Dawson Dawson