Account Type******* ***Account Owner***** ******Account Opps/Deals*** *******Closed Won • Feb 25***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
MarinerSenior Wealth AdvisorNov 23 - PresentEdelman Financial EnginesDirector, Financial PlanningDec 20- Nov 23Pacific LifeSenior Regional Vice PresidentNov 99- Jun 17
Supriya SharmaSenior Indirect Tax AnalystView Profile, Supriya SharmaHayley JohnSenior Manager Hays Finance SpecialistView Profile, Hayley JohnTeresa Neal BartierManager Fidelity FundView Profile, Teresa Neal Bartier