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
Raymond JamesManaging Director Dec 21 - PresentCitiWealth AdvisorMar 20- Dec 21Litvak CoManaging DirectorAug 19- Mar 20
Sean LewisChief Operations OfficerView Profile, Sean LewisBernie LeasSenior Vice President OperationsView Profile, Bernie LeasTal Ben MosheVice President Of Operations And Investor RelationsView Profile, Tal Ben Moshe