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
Altfest Personal Wealth ManagementSenior Portfolio ManagerJan 16 - PresentMorgan StanleyExecutive DirectorJan 06- Jan 16S P GlobalSr. Research AnalystJan 05- Jan 06
Emily WaiteManager Invoicing CollectionsView Profile, emily waiteMoshe YosefCFOView Profile, moshe yosefAndrew HoughtonFund Accounting Oversight ManagerView Profile, andrew houghton