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
Edelman Financial EnginesChief Executive OfficerAug 23 - PresentPersonal CapitalPresident, CEO & Member of Board of DirectorsOct 09- Dec 22OnepayMember Board Of DirectorsNov 20- Mar 22
Rhea WilliamsChief Executive OfficerView Profile, Rhea WilliamsShomrat ShurtzChief Executive OfficerView Profile, Shomrat ShurtzPatrick McintyreChief Development External Affairs OfficerView Profile, Patrick Mcintyre