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
AssetsFounder and CEOJan 18 - PresentPhoenix FinancialPension Client Relationship Manager Jan 12- Jan 18Migdal GroupPension Client Relationship Manager Jan 10- Jan 12
Timothy PatchChief Operating Officer Co FounderView Profile, Timothy PatchHemal ParikhChief Executive OfficerView Profile, Hemal ParikhAdam MuiznieksChief Operating OfficerView Profile, Adam Muiznieks