Account Type****** ********Account Owner****** ********Account Opps/Deals*** ****Closed Won • Jan 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
Ben OzeriSenior Finance ManagerView Profile, Ben OzeriNitzan Cohen Arazi 🎗️Investment ManagementView Profile, Nitzan Cohen Arazi 🎗️Meghan KerfootIncoming Investment Banking Summer 2025 AnalystView Profile, Meghan Kerfoot