Account Type******** ******Account Owner*** ******Account Opps/Deals******** ********Closed Won • Aug 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Davies Wealth ManagementWealth AdvisorJul 09 - PresentFlorida PanthersHockey | Arena OperationsOct 05- Jun 23Morgan StanleyFinancial AdvisorApr 08- May 09
Naama ElkadControllerView Profile, naama elkadMike LynchSenior Wealth ManagerView Profile, mike lynchIgor NefedovAccount Team LeadView Profile, igor nefedov