Account Type****** ****Account Owner****** *****Account Opps/Deals****** ******Closed Won • Nov 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, Planner Communications - Wealth PlanningSep 24 - PresentTruistSenior Vice President - Marketing Manager−Private WealthJan 15- Dec 23Wells FargoVP Digital Media ConsultantMay 08- Jan 15
Libby WeissOwnerView Profile, libby weissJoseph PietroOwnerView Profile, joseph pietroJennifer Moscoso CondeOwnerView Profile, jennifer moscoso conde