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
Davies Wealth ManagementWealth AdvisorJul 09 - PresentFlorida PanthersHockey | Arena OperationsOct 05- Jun 23Morgan StanleyFinancial AdvisorApr 08- May 09
Shay NahariAssociate TaxationView Profile, shay nahariJannis ToepferHead Of InvestmentsView Profile, jannis toepferBrett SeifriedAssociateView Profile, brett seifried