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
Edelman Financial EnginesRetirement Plans AnalystJun 12 - PresentFidelity InvestmentsFinancial RepresentativeJul 08- May 12
Maria CurryGrowth Equity AssociateView Profile, Maria CurryGuy KarolizkiGuy Karolizki Strategic AdvisoryView Profile, Guy KarolizkiJacob RaikaStrategy Planning AnalystView Profile, Jacob Raika