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 Planning AnalystMay 21 - PresentFidelity InvestmentsRelationship ManagerFeb 16- May 21Edelman Financial EnginesFinancial Planning AnalystOct 10- Jan 16
David DobbsAccountantView Profile, david dobbsChristian WelbornFinancial AdvisorView Profile, christian welbornKaira Den HartogAssociateView Profile, kaira den hartog