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
Nikhil BhatCo Head Of InvestmentsView Profile, Nikhil BhatOmer CohenChief Financial OfficerView Profile, Omer CohenTray WiltseManaging Director Wealth AdvisorView Profile, Tray Wiltse