Account Type***** *******Account Owner******* *******Account Opps/Deals*** *******Closed Won • Jan 25****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
Kelly JonesSenior AccountantView Profile, Kelly JonesJo TurnerFinance ManagerView Profile, Jo TurnerKathleen PetrucciTax ShareholderView Profile, Kathleen Petrucci