Account Type***** ******Account Owner****** ***Account Opps/Deals******** ******Closed Won • Aug 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
AssetsFounder and CEOJan 18 - PresentPhoenix FinancialPension Client Relationship Manager Jan 12- Jan 18Migdal GroupPension Client Relationship Manager Jan 10- Jan 12
Rich GilbertFounding Board MemberView Profile, rich gilbertMitchell ArredondoCo Founder COOView Profile, mitchell arredondoMichael SeidlerFounder CEOView Profile, michael seidler