Account Type****** *******Account Owner***** *****Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Edelman Financial EnginesWealth Planning Event CoordinatorJan 18 - PresentGrimaldis PizzeriaBanquet ManagerJan 13- Dec 17
Tracey GriffinEscrow ManagerView Profile, Tracey GriffinTerry CInvestment ProfessionalView Profile, Terry CWilliam SmutnyFinancial ControllerView Profile, William Smutny