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, Financial PlanningJan 22 - PresentUbsFinancial Advisor - Advisory & Brokerage ServicesJan 01- Jan 09PainewebberFinancial AdvisorJun 98- Jan 01
Kevin BuzardChief Financial OfficerView Profile, kevin buzardAndrew FochlerCorporate ControllerView Profile, andrew fochlerJoseph NayaHead Of Strategic FinanceView Profile, joseph naya