Account Type****** *******Account Owner***** ****Account Opps/Deals******* ****Closed Won • Nov 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
Melissa K GonvilleChief Executive OfficerView Profile, melissa k gonvilleRafael Garcia RomanoCo Founder COOView Profile, rafael garcia romanoGeoff BruskinFounder Managing PartnerView Profile, geoff bruskin