Account Type******** ****Account Owner******** ********Account Opps/Deals******** ***Closed Won • Jul 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
WealthteamworkChief Executive OfficerJan 24 - PresentDent Wealth AdvisorsAdvisor/Chief Compliance OfficerMay 00- Oct 23
Roni Hochman SussmannChief Executive OfficerView Profile, roni hochman sussmannAnibal FernandezSenior Vice President Cafe DivisionView Profile, anibal fernandezPaul BlankleyFounder CTOView Profile, paul blankley