Account Type***** ********Account Owner***** *****Account Opps/Deals*** *****Closed Won • Oct 24****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Edelman Financial EnginesDirector, Financial PlanningJun 18- May 20Fidelity InvestmentsVice President Branch ManagerJan 96- Jun 17
Lisa LindbergDirector Of TaxesView Profile, lisa lindbergAssaf ArakiInvestment DirectorView Profile, assaf arakiDeborah MorenoFinance DirectorView Profile, deborah moreno