Account Type******* ***Account Owner******** ******Account Opps/Deals*** ******Closed Won • Oct 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 21 - PresentMerrill LynchRegistered RepresentativeJul 79- Aug 82
Scott SimmonsCFO COOView Profile, scott simmonsChad WagnerManager FinanceView Profile, chad wagnerNatalia PaszkowskiVP Of FinanceView Profile, natalia paszkowski