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
VanguardPrincipal - Finance Strategic ServicesJun 89 - PresentCitiRegional Branch ManagerJan 85- Feb 87
Joel KatzTax ConsultantView Profile, joel katzFilipe SousaBusiness Financial Analyst PrincipalView Profile, filipe sousaOri ShakedInvestments AssociateView Profile, ori shaked