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 EnginesExecutive Director, Financial PlanningJul 13 - PresentCredent Wealth ManagementVice President of Business DevelopmentSep 12- May 13Td AmeritradeBranch ManagerSep 04- Aug 12
Daniel BaroneRegional Vice PresidentView Profile, daniel baroneLyn RouchellVP General AuditorView Profile, lyn rouchellJim MorrissyAsia Pacific CFO Systems HardwareView Profile, jim morrissy