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 EnginesWorkplace PlannerAug 22 - PresentFisher InvestmentsInvestment CounselorNov 21- Feb 22Wintrust Commercial FinanceAVP - Direct OriginationsOct 19- Jul 21
Lucas RochaBack Office ExecutiveView Profile, lucas rochaEric BrownInformation Security Analyst IIView Profile, eric brownAdrians ATeam CoordinatorView Profile, adrians a.