Account Type**** ****Account Owner*** ****Account Opps/Deals******** ******Closed Won • Mar 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Family OfficeFounder, Managing DirectorMay 17 - PresentEdward JonesFinancial Advisor, AAMSAug 08- May 17Morgan StanleyFinancial AdvisorDec 06- Jul 08
Alon ValadjiCo FounderView Profile, Alon ValadjiJustin C ThomasChief Executive OfficerView Profile, Justin C ThomasRiley J Williams IiiCo FounderView Profile, Riley J Williams Iii