Account Type******* ********Account Owner**** *******Account Opps/Deals******** ****Closed Won • Nov 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Edelman Financial EnginesExecutive Director, Financial PlanningAug 10 - PresentMerrill LynchFinancial AdvisorJan 99- Dec 09M T BankBranch Sales ManagerJul 96- Feb 99
Sandy BurnsVP Finance And ControllerView Profile, sandy burnsBrian GoldthorpeVice President Of Finance And AdministrationView Profile, brian goldthorpeDikla ShuvalChief Financial OfficerView Profile, dikla shuval