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 PlanningNov 06 - PresentCharles SchwabInvestment Specialist IIJan 00- Jan 05Morgan StanleyFinancial AdvisorJan 99- Jan 00
Nitzan AdarControllerView Profile, nitzan adarArielle GrimSenior Intercompany AccountantView Profile, arielle grimKirsten WittenmeierAccounts Payable ManagerView Profile, kirsten wittenmeier