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
Jacklyn LaneProduct Marketing ManagerView Profile, jacklyn laneClara SGlobal Director Performance MarketingView Profile, clara s.Karlene BergerSr Director Product Marketing Global Government And Critical InfrastructureView Profile, karlene berger