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
BairdDirector, Financial Advisor at BairdOct 24 - PresentEdelman Financial EnginesExecutive Director, Financial PlanningFeb 08- Oct 24
Ashley LessenPrivate Equity AssociateView Profile, ashley lessenStanislav UdovichenkoCFOView Profile, stanislav udovichenkoJudy LatronicoAccount Analyst IIIView Profile, judy latronico