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 PlanningJan 22 - PresentUbsFinancial Advisor - Advisory & Brokerage ServicesJan 01- Jan 09PainewebberFinancial AdvisorJun 98- Jan 01
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