Account Type***** ***Account Owner**** *****Account Opps/Deals***** ***Closed Won • Dec 24****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
Daniel YomtobianFounderView Profile, daniel yomtobianTill GohringDirector Operations Corporate DevelopmentView Profile, till göhringLydia MountfordEvents Entertainment ExecutiveView Profile, lydia mountford