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 EnginesDirector, Financial PlanningJun 18- May 20Fidelity InvestmentsVice President Branch ManagerJan 96- Jun 17
Iftikhar IftikharHedge Fund AnalystView Profile, iftikhar iftikharRob BaxterPrivate Credit Senior AssociateView Profile, rob baxterMichael MorganMortgage Loan OfficerView Profile, michael morgan