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 Engines Director, Financial PlanningAug 11 - PresentKey Investment ServicesFinancial AdvisorApr 08- Jul 11
Mina RahmaniSenior Finance And Strategy ManagerView Profile, mina rahmaniHayley HaynesVP Of FinanceView Profile, hayley haynesNathan GreeneDirector Private Funds AdvisoryView Profile, nathan greene