Account Type**** ****Account Owner******** *******Account Opps/Deals******* ********Closed Won • Dec 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 Financial PlanningMay 12 - PresentStanford Financial GroupManaging Director, Branch ManagerDec 04- Feb 09Bank Of America Private BankSales ManagerFeb 03- Nov 04
Ligal ShapiroCorporate ControllerView Profile, ligal shapiroJamie WaldegraveCFO COOView Profile, jamie waldegraveJulee BlidyPublic Entity Underwriting AnalystView Profile, julee blidy