Account Type******** ***Account Owner***** *****Account Opps/Deals******** ****Closed Won • Feb 25**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Entrusted Wealth LlcCompany OwnerFeb 18 - PresentBaker Boyer BankPortfolio Operations ManagerMay 19 - PresentPacific Crest SecuritiesEquity ResearchSep 06- Mar 11
Yaron KestenbaumCo Founder Managing PartnerView Profile, Yaron KestenbaumJack HourietChief Executive OfficerView Profile, Jack HourietJoshua LefkowitzVice PresidentView Profile, Joshua Lefkowitz