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 EnginesPrincipal, Portfolio ManagementJan 20 - PresentFinancial EnginesSenior Portfolio ManagerJan 13- Jan 20Thornburg Investment ManagementConsultant RelationsAug 08- Jan 13
Juliette HsiangProject ManagerView Profile, juliette hsiangMark PowellAdvisorView Profile, mark powellAngie HauserPEO Solutions ConsultantView Profile, angie hauser