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
Heller Wealth ManagementPrincipal and Wealth ManagerJun 17 - PresentEdelman Financial EnginesFinancial Planning AssociateSep 16- Jun 17
Jarred VandemarkSr Search Partner Accounting FinanceView Profile, jarred vandemarkJonathan RojasSenior Accounting Tech SpecialistView Profile, jonathan rojasMaria SohailEngagement Financial AdvisorView Profile, maria sohail