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 Planning Oct 16 - PresentPrudential FinancialRetirement CounselorJan 10- Sep 16E Trade From Morgan StanleyRelationship ManagerJan 09- Jan 10
David BuckChief Financial OfficerView Profile, david buckBenjamin FurmanChief Financial OfficerView Profile, benjamin furmanSamuel KiburzSenior Vice President And Chief Investment OfficerView Profile, samuel kiburz