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
Edelman Financial EnginesInvestment AdvisorNov 24 - PresentThriventFinancial AdvisorJan 24- Oct 24Charles SchwabClient ServicesJul 23- Jan 24
Omer CohenFinance ManagerView Profile, Omer CohenBill ButlerAngel InvestorView Profile, Bill ButlerJames AskewTransaction Advisory AnalystView Profile, James Askew