Account Type*** ******Account Owner*** *****Account Opps/Deals*** ****Closed Won • Oct 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 PlanningFeb 17 - PresentMerrill EdgeMarket Sales Manager Inland EmpireJun 14- Jul 16Td AmeritradeBranch ManagerJul 09- Jun 14
Kfir NahumTax PartnerView Profile, kfir nahumMarkus BeckHead Of ControllingView Profile, markus beckDana BublilInvestment TeamView Profile, dana bublil