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
Morgan StanleyAVP, Global Intelligence & Tax MobilityNov 19 - PresentCharles SchwabInvestment Consultant, Portfolio Solutions Group at Charles SchwabAug 11- Sep 19Pls Financial Services IncCustomer Service RepresentativeJul 10- Jul 11
Eyal LevyVP Finance And OperationsView Profile, Eyal LevyCary DensonVice President FP AView Profile, Cary DensonDavid BoitanoManaging Director Seniors Healthcare FinanceView Profile, David Boitano