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
William BlairManaging Director, Wealth AdvisorMay 24 - PresentRaymond JamesPrivate Wealth Advisor Jul 18- May 24Axa Advisors LlcFinancial ProfessionalFeb 14- Jul 15
Taly GliksmanFounderView Profile, Taly GliksmanPaul LafrangeIn Store On Site Development Manager Vice PresidentView Profile, Paul LafrangeMichael CrownDirector Of EnergyView Profile, Michael Crown