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 EnginesExecutive Director, Financial PlanningApr 10 - PresentMercer AdvisorsFinancial AdvisorJan 06- Apr 10Elmhurst UniversityAdjunct Professor - Financial PlanningAug 07- Jan 10
Robbert DriessenChief Financial OfficerView Profile, robbert driessenAndrew FSenior Vice President Private Funds GroupView Profile, andrew f.Josh SalisburyManaging Director Investment Banking Mergers And AcquisitionsView Profile, josh salisbury