Account Type**** ****Account Owner******* ********Account Opps/Deals**** ****Closed Won • Dec 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
SmartassetSales DirectorMar 22 - PresentEdelman Financial EnginesWealth Management AssociateJan 18- Jan 22
Sandy JackDirector Of Sales And Business DevelopmentView Profile, sandy jackMohamed AmiraliAccount ManagerView Profile, mohamed amiraliRuth FerrinSales ExecutiveView Profile, ruth ferrin