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
Regency Wealth Advisors LLCOwner, Financial AdvisorJan 16 - PresentJohn HancockFinancial AdvisorJan 96- Jan 16
Franziska HornSenior Finance ManagerView Profile, franziska hornSean ChenManager System And Reporting Finance DepartmentView Profile, sean chenYael Aleshkovsky ShaharDirector Of FinanceView Profile, yael aleshkovsky shahar