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 PlanningOct 16 - PresentWealthtrust AdvisorsVice President, Senior Financial AdvisorAug 08- Sep 12Fidelity InvestmentsRelationship ManagerNov 00- Aug 08
Yuan CaiFinance ManagerView Profile, yuan caiBeverly GuineeAssistant Vice President Payroll SupervisorView Profile, beverly guineeShahar Cohen ShiranAccounting ManagerView Profile, shahar cohen shiran