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 - Financial PlanningJun 05- Jan 25Charles SchwabManagerFeb 98- Oct 02
Tanja ScheliessnigFunding ManagerView Profile, tanja scheliessnigJosh WrightPrivate Equity Finance ManagerView Profile, josh wrightKyler BeckstedInvestment Banking AnalystView Profile, kyler becksted