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
Bloomfield Hills AdvisoryChief Investment OfficerJan 24 - PresentSageview Advisory GroupDirector of Wealth Management Investment ResearchOct 21- Jan 24
Sharon Barzik CohenPartner COO Qumra CapitalView Profile, Sharon Barzik CohenJohn S AndersonSenior Vice President Chief Financial OfficerView Profile, John S AndersonShlomo GerzeeChief Financial OfficerView Profile, Shlomo Gerzee