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 EnginesDirectorAug 16 - PresentUsaaWealth ManagerSep 13- Aug 16TiaaWealth Management AdvisorFeb 13- Aug 13
Adam Barclay RoseBusiness Development ManagerView Profile, adam barclay roseMeredith MooreDirector Global Sales DevelopmentView Profile, meredith moorePetr CastkaBusiness Development Manager Czechia Croatia SwitzerlandView Profile, petr castka