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
Sergio A PinonDirector Of Marketing And SalesView Profile, sergio a. pinonBrian GoldenDirector Of Product MarketingView Profile, brian goldenJustine Du PreezMarketing Operations Lifecycle ManagerView Profile, justine du preez