Account Type******* *******Account Owner*** ****Account Opps/Deals******** *****Closed Won • Feb 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
Cole HendriksFinance CoordinatorView Profile, Cole HendriksAlison MooreGroup Financial ControllerView Profile, Alison MooreTony ReynoldsInvestment ManagerView Profile, Tony Reynolds