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
BairdDirector, Financial AdvisorSep 24 - PresentEdelman Financial EnginesExecutive Director, Financial PlanningOct 06- Sep 24
Peter StampfliHead Finance Change Technology TransformationView Profile, Peter StampfliEric FeldsteinHead Of Business Banking DivisionView Profile, Eric FeldsteinNoel MooneyTax Investigations Associate DirectorView Profile, Noel Mooney