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
NorthstarFinancial PlannerDec 24 - PresentDentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23
Pierre GeninFP AView Profile, Pierre GeninVicky WardAssociateView Profile, Vicky WardGalit LevanonFinance SpecialistView Profile, Galit Levanon