Account Type******** ****Account Owner****** ***Account Opps/Deals****** ********Closed Won • Feb 25**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
Jay ByingtonDirector Of Financial Planning And AnalysisView Profile, Jay ByingtonNicholas JonesManaging Director Internet Equity ResearchView Profile, Nicholas JonesMathew SearleVP Of FinanceView Profile, Mathew Searle