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 Planning AnalystMay 21 - PresentFidelity InvestmentsRelationship ManagerFeb 16- May 21Edelman Financial EnginesFinancial Planning AnalystOct 10- Jan 16
Elijah KInvestment AnalystView Profile, elijah k.Bruna Resende TosoLatam Corporate Treasury Sr AnalystView Profile, bruna resende tosoIan PAssociateView Profile, ian p.