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 EnginesDirector, Financial PlanningSep 19 - PresentFinancial EnginesSenior Vice President, Financial PlanningSep 16 - PresentPrimericaRegional ManagerFeb 04- Aug 14
Dale BarrettFinancial Services ConsultantView Profile, dale barrettDiksha ChauhanClaims Financial LinesView Profile, diksha chauhanChad WonderlingSVP Chief Accounting OfficerView Profile, chad wonderling