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 EnginesDirector of Financial PlanningFeb 22 - PresentEdward JonesBranch Manager, Investment RepresentativeJan 99- Jan 09Charles SchwabInvestment Specialist IIJan 97- Jan 99
Henry Castel AccountantAccountantView Profile, henry castel - accountantSean McalisterDirector Investment And Advisory CenterView Profile, sean mcalisterRachel MccormickFinancial Operations AssociateView Profile, rachel mccormick