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 of Financial Planning, CFP®Oct 22 - PresentHc Financial Advisors IncFinancial Advisor, CFP®Oct 18- Dec 21CiscoDirector Sales OperationsJan 96- Oct 02
Matt HandPersonal Wealth AdvisorView Profile, matt handMeirav EliyahuCFO Accounting ExpertView Profile, meirav eliyahuCurtis GrossInvestment StrategistView Profile, curtis gross