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 EnginesAssociate Director, Financial PlanningApr 14 - PresentFidelity InvestmentsAccount ExecutiveOct 10- Apr 14
Zachary ZygmuntInvestment Banking AssociateView Profile, zachary zygmuntSubrina PersaudFinancial AnalystView Profile, subrina persaudElena MatveevaFinancial OperationsView Profile, elena matveeva