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 EnginesDirector, Planner Communications - Wealth PlanningSep 24 - PresentTruistSenior Vice President - Marketing Manager−Private WealthJan 15- Dec 23Wells FargoVP Digital Media ConsultantMay 08- Jan 15
Nick GrasmanCommercial Marketing LeaderView Profile, Nick GrasmanAlex NeuburgerVisual Design DirectorView Profile, Alex NeuburgerHayley ButlerHead Of Trade MarketingView Profile, Hayley Butler