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
Tsering SherpaTax SeniorView Profile, Tsering SherpaKim CrosslinCommercial Banking Leader Middle Market Technology Banking TeamView Profile, Kim CrosslinKayla MedinaAccounts Receivable SupervisorView Profile, Kayla Medina