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 EnginesFinancial PlannerSep 19 - PresentFidelity InvestmentsFinancial ConsultantJun 12- Sep 19The State BankFinancial AdvisorJul 99- Jun 12
Eric PoormanPortfolio ManagerView Profile, eric poormanLeticia LeeFinance And Contracts CoordinatorView Profile, leticia leeJames ChanAssociateView Profile, james chan