Account Type******* ********Account Owner******* *****Account Opps/Deals***** *****Closed Won • Dec 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
SMITH GILLIS FINANCIALFinancial Services AdvisorFeb 24 - PresentWells FargoLicensed relationship bankerMay 22- Aug 23Fairway Independent Mortgage CorporationProduction PartnerJul 20- Jul 21
Richard CustodioManager Private EquityView Profile, richard custodioDoris NathanCountry Financial ControllerView Profile, doris nathanRotem FriedmanController And Finance ManagerView Profile, rotem friedman