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
Heller Wealth ManagementPrincipal and Wealth ManagerJun 17 - PresentEdelman Financial EnginesFinancial Planning AssociateSep 16- Jun 17
Frank OreillySenior Manager DC PensionsView Profile, frank o'reillyPatrick DuganAssistant Vice President Michigan Financial Lines ManagerView Profile, patrick duganReecha RAssociateView Profile, reecha r.