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 PlanningJun 18 - PresentFinancial EnginesInside Institutional Sales AssociateJun 11- May 20Union BankSenior Investment AdvisorJan 04- Dec 09
Colleen FatseAssociateView Profile, colleen fatseRyan BaehlerControllerView Profile, ryan baehlerNatalia LealSenior Finance ManagerView Profile, natalia leal