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 EnginesFinancial EducatorJan 12 - PresentDe Vry UniversityHigh School Program RepresentativeJul 08- Jul 12The College NetworkProgram AdvisorNov 06- Feb 08
William OpreaFund PartnershipsView Profile, william opreaMike AustinInsurance OfficerView Profile, mike austinAlan KleinbergPrincipal Financial AdvisorView Profile, alan kleinberg