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, Financial Planning |CFS|Oct 11 - PresentSupply TechnologiesNational Account ExecutiveMay 09- Sep 11Merrill LynchAssistant Vice President, Senior Financial AdvisorJun 01- May 09
George HernandezDirector Corporate FP AView Profile, george hernandezPatrycja ZalasinskaTaxable Employee Benefits ManagerView Profile, patrycja zalasinskaLaura SmolkaGlobal Payroll DirectorView Profile, laura smolka