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
Emoney AdvisorDirector of Financial PlanningJul 13 - PresentJames Madison UniversityStudentAug 09- May 13Emoney AdvisorSummer InternMay 12- Jan 13
Loren ForbesManagement AccountantView Profile, Loren ForbesChen BarazaniManager Financial Markets FMRE New YorkView Profile, Chen BarazaniThomas R DaviesWealth AdvisorView Profile, Thomas R Davies