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
Edelman Financial EnginesDirector, Financial PlanningJan 11 - PresentPncRelationship Manager, Vice PresidentJan 08- Jan 10Wells FargoFinancial Advisor, Vice President - InvestmentsJan 06- Jan 07
Nancy IrvineAssociate DirectorView Profile, nancy irvineDenise PegueroStaff AccountantView Profile, denise pegueroAnne SchmaltzFinancial Operations AssociateView Profile, anne schmaltz