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
Pioneer Wealth ManagementFinancial & Insurance Expert - Family Office Services for HNW & Corporate clientsDec 09 - PresentEdge UnderwriteInsurance Industry AdvisorNov 20- Mar 24Histadrut General Federation Of Labor In IsraelAdvisory SpecialistSep 14- Dec 17
Finnegan CareyGroup Financial AnalystView Profile, Finnegan CareyNilakshi KanapathyManagement AccountantView Profile, Nilakshi KanapathyErin TurnerBoard TreasurerView Profile, Erin Turner