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
Mercer AdvisorsWealth AdvisorOct 22 - PresentSignature Estate Investment Advisors LlcAssociate AdvisorOct 18- Sep 22Edelman Financial EnginesFinancial Planning AnalystApr 15- Oct 18
Sam TroupEquity Research AnalystView Profile, sam troupMadison EricksonPartner Service Analyst In Financial OperationsView Profile, madison ericksonHabib HanifInternational AccountantView Profile, habib hanif