Account Type***** ****Account Owner****** *******Account Opps/Deals***** ******Closed Won • Oct 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 PlanningSep 16 - PresentCuna Mutual GroupFinancial Advisor, Summit Retirement and Investment ServicesMay 13- Aug 16Northwestern MutualAssociate Wealth Management AdvisorApr 09- Nov 12
Philipp AngermannDirector Financial ServicesView Profile, philipp angermannAlessandro CarditoHead Of Finance Americas Market GroupView Profile, alessandro carditoAizhan AkimgereyevaGroup Financial ControllerView Profile, aizhan akimgereyeva