Account Type****** ****Account Owner*** *****Account Opps/Deals***** ***Closed Won • Oct 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
Michael ZhangStrategic FinanceView Profile, michael zhangCici HeFinance Manager APACView Profile, cici heLuka GuboCapital Markets DirectorView Profile, luka gubo