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
Mercer AdvisorsRegional Vice PresidentSep 23 - PresentVanguardSenior Financial AdvisorJun 21- Oct 23Charles SchwabVP - Branch ManagerJan 11- Jun 21
Stanislav PopenkoChief Financial OfficerView Profile, stanislav popenkoDavid WhitneyChief Financial OfficerView Profile, david whitneyOphir ReshefChief Financial OfficerView Profile, ophir reshef