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 EnginesDirectorAug 16 - PresentUsaaWealth ManagerSep 13- Aug 16TiaaWealth Management AdvisorFeb 13- Aug 13
Kaveh BabaeiEnterprise MM Sales ManagerView Profile, kaveh babaeiGroover LisaInside Sales RepresentativeView Profile, groover lisaDebbie WelkerHealthcare Account ExecutiveView Profile, debbie welker