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 of Financial Planning, CFP®Oct 22 - PresentHc Financial Advisors IncFinancial Advisor, CFP®Oct 18- Dec 21CiscoDirector Sales OperationsJan 96- Oct 02
Amy RedfieldAccounts Payable Payroll SpecialistView Profile, amy redfieldMarco RcBusiness ControllerView Profile, marco rcOskar WillenbockelInvestment Banking InternView Profile, oskar willenbockel