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
Limitless Advisor CoachingCEO, Chief Possibility OfficerJan 18 - PresentUnited Capital Financial Advisors LlcSVP, Client Experience & TrainingSep 11- Jan 14
Yaakov NitzanCEO PartnerView Profile, Yaakov NitzanRajeev DharmapurikarCofounder CEOView Profile, Rajeev DharmapurikarRafael GalvaoAssociate PartnerView Profile, Rafael Galvao