Account Type***** *******Account Owner******* ********Account Opps/Deals***** *******Closed Won • Mar 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