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 EnginesDirectorOct 16 - PresentUsaaSenior Wealth ManagerMay 11- Jul 16Charles SchwabVP - Financial ConsultantApr 09- Apr 11
Keren ShmuelySr Manager Partner And Field MarketingView Profile, keren shmuelyStacey AdamsSenior Director Of MarketingView Profile, stacey adamsMinke Van Der DeureProgramma Manager Commercie Campagnes EtosView Profile, minke van der deure