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 EnginesAssociate Director, Financial PlanningSep 14 - PresentUsaaWealth ManagerJun 10- Aug 14Icma RcCertified Financial PlannerMar 02- May 10
Julie KingsleyControllerView Profile, julie kingsleyAriel ReganDirector Financial ReportingView Profile, ariel reganGreg ColemanHead Of Capital MarketsView Profile, greg coleman