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 EnginesInvestment Advisor RepresentativeApr 14 - PresentCharles SchwabAdvisor Services Fixed Income Trading - ManagerJun 97- Mar 10
Leena KothariAccountantView Profile, leena kothariTami GlassmanFinancial Operations AssociateView Profile, tami glassmanDerek HankinsFinancial RepresentativeView Profile, derek hankins