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 Of Financial PlanningMay 08 - PresentCharles SchwabInvestment AdvisorJan 98- Jan 04
Sasha YeeControllerView Profile, sasha yeeColin HallInvestment Banking AnalystView Profile, colin hallVishnavi ParuchuriInvestorView Profile, vishnavi paruchuri