Account Type****** *******Account Owner******** ********Account Opps/Deals******** *****Closed Won • Oct 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 Financial PlanningDec 22 - PresentCuso Financial ServicesFinancial AdvisorSep 21- Dec 22Lpl FinancialWealth AdvisorJul 20- Sep 21
Lisa CohenInvestment DirectorView Profile, lisa cohenSimon SattleggerHead Of Finance OperationsView Profile, simon sattleggerBernadete MacedoDirector AccountingView Profile, bernadete macedo