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 PlanningSep 19 - PresentFinancial EnginesSenior Vice President, Financial PlanningSep 16 - PresentPrimericaRegional ManagerFeb 04- Aug 14
Brandie BernatowiczFinancial ControllerView Profile, brandie bernatowiczLogan JohnsonTax PartnerView Profile, logan johnsonJon GrantFinance ManagerView Profile, jon grant