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
Oakley CapitalInvestment ProfessionalJan 25 - PresentArdea PartnersExecutive DirectorOct 17- Jan 25Rothschild CoAnalyst, Consumer teamJun 13- Sep 17
Udi HevroniFinancial Insurance Expert Family Office Services For HNW Corporate ClientsView Profile, Udi HevroniPhillip WadeFinance ControllerView Profile, Phillip WadeMary DonnellySenior Accounting ManagerView Profile, Mary Donnelly