Account Type***** ******Account Owner****** ******Account Opps/Deals****** *******Closed Won • Dec 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
Jeff BolsterAssociate DirectorView Profile, jeff bolsterJean Marie WolnyControleur De Gestion OperationnelView Profile, jean-marie wolnyNoa MaayanCPAView Profile, noa maayan