Account Type**** *******Account Owner***** ****Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Batik FinancialCertified Financial PlannerMar 20 - PresentPlanmember Financial CorporationFinancial PlannerJan 13 - PresentH R BlockTax AdvisorNov 09- Apr 11
Eyal GonenChief Financial OfficerView Profile, Eyal GonenAnnemarie CichyRisk ManagerView Profile, Annemarie CichyJames PeregoyInvestment Research Analyst Head TraderView Profile, James Peregoy