Account Type***** ****Account Owner******* ***Account Opps/Deals******* ***Closed Won • Oct 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
WealthpilotCo-Founder & CEOApr 16 - PresentKpmgDeal Advisory | Strategy Group, ValuationFeb 14- Apr 16
David BuckinghamCEOView Profile, david buckinghamRan ShalomCEO And Co FounderView Profile, ran shalomShahar ZivChairman CEOView Profile, shahar ziv