Account Type*** ******Account Owner**** *******Account Opps/Deals**** ********Closed Won • Dec 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
Keri BatesFinancial Advisor AssistantView Profile, keri batesIvonne HernandezAnalyst Tax ServicesView Profile, ivonne hernandezDuke ElliottInvestment Banking Summer AnalystView Profile, duke elliott