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
Sgr Wealth ManagementFinancial AdvisorMay 24 - PresentInvestia Financial ServicesFinancial AdvisorMay 24 - PresentGp Wealth Management CorporationAssociate AdvisorJul 23- May 24
Shimon HaiFinancial Advisor Modeling SpecialistView Profile, Shimon HaiSolai ValliappanTech Investor AdviserView Profile, Solai ValliappanRonnie GhoshCFOView Profile, Ronnie Ghosh