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 PlanningJul 17 - PresentTd AmeritradeSenior Investment AdvisorJun 09- Jun 17Fidelity InvestmentsVice President, Investment DirectorJan 98- Jan 05
Renee LiporaceSenior Billing AnalystView Profile, renee liporaceJosh HobgoodGroup Chief Financial OfficerView Profile, josh hobgoodKelly AppleSr Accounting ManagerView Profile, kelly apple