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 EnginesVice PresidentOct 19 - PresentFinancial EnginesPrincipal Portfolio MgrJun 01- Feb 16BlackrockInvestment StrategistJan 93- Jan 01
Lorri KershnerPresidentView Profile, lorri kershnerBryan WoodworthDirector Partner TechnologyView Profile, bryan woodworthMichael RoseVice PresidentView Profile, michael rose