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 EnginesAssociate Director, Financial PlanningNov 15 - PresentCla CliftonlarsonallenSenior Wealth AdvisorOct 09- Aug 15Ameriprise Financial Services LlcManager of Advice, Mid Atlantic Market GroupDec 07- Mar 09
Ieva KFinancial Controller Baltic Chief AccountantView Profile, ieva k.Felisita KivaluSenior Billing And Collection ManagerView Profile, felisita kivaluKrista ColemanExecutive Director FinanceView Profile, krista coleman