Account Type**** ***Account Owner***** ******Account Opps/Deals******** ********Closed Won • Mar 25****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