Account Type***** ******Account Owner****** *******Account Opps/Deals****** *******Closed Won • Feb 25****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
BairdDirector, Financial AdvisorOct 24 - PresentEdelman Financial EnginesFinancial PlannerJan 14- Oct 24Fidelity InvestmentsAccount ExecutiveJan 12- Dec 14
Graham DuffGeneral Manager FinanceView Profile, Graham DuffLoc Clarice NguyenDirector Of FP AView Profile, Loc Clarice NguyenRichard HumphriesAssociate Director Of FinanceView Profile, Richard Humphries