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 PlanningApr 07 - PresentChaseFinancial Advisor/Team LeaderJun 05- Mar 07First Indiana BankFinancial Advisor/Team LeaderSep 01- Sep 04
Scott PetersonPortfolio ManagerView Profile, scott petersonHilda StaffordSenior Financial ControllerView Profile, hilda staffordShaulana TurnerAccounting ManagerView Profile, shaulana turner