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 EnginesDirector of Financial PlanningFeb 22 - PresentEdward JonesBranch Manager, Investment RepresentativeJan 99- Jan 09Charles SchwabInvestment Specialist IIJan 97- Jan 99
Stuart BarnardCFOView Profile, stuart barnardLourdes Ramirez BlasonAccounts Payable Treasury ManagerView Profile, lourdes ramirez blasonJohannes PachecoHead Of FP AView Profile, johannes pacheco