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 PlanningFeb 16 - PresentMorgan StanleyConsulting Group Registered Associate/ Financial Planning AssociateOct 12- Feb 16FinraRegulatory Analyst, Market RegulationNov 08- Oct 12
Tali GorelikDirector Of FP AView Profile, tali gorelikLucie Cory FmaatFinancial ControllerView Profile, lucie cory fmaatEsteve LluchCost ControllerView Profile, esteve lluch