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 PlanningApr 19 - PresentU S BankVice President - Wealth Planning, The Private Client ReserveJan 16- Mar 18Bny WealthSenior Sales DirectorAug 06- Mar 12
Sergio Azon NietoFP A ManagerView Profile, sergio azón nietoStuart McleanHead Of FinanceView Profile, stuart mcleanMarko HelfrichInvestorView Profile, marko helfrich