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 EnginesAssociate DirectorAug 16 - PresentZuk FinancialCertified Financial PlannerAug 02- Jan 10Balboa CapitalAccount ExecutiveAug 94- Sep 97
Susan LynnCompany ControllerView Profile, susan lynnKris DorrPortfolio ManagerView Profile, kris dorrMohammad RafiFinancial Analyst Head Of Accounting ControllingView Profile, mohammad rafi