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
Fidelis Family OfficeSenior Wealth ManagerAug 22 - PresentBank Leumi בנק לאומיPrivate Banking Senior Relationship ManagerApr 07- Jul 22
Dhwani DoshiSenior Equity Research AnalystView Profile, Dhwani DoshiPaul HealySenior Value ConsultantView Profile, Paul HealyBryce ThompsonSenior Tax AnalystView Profile, Bryce Thompson