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 EnginesAssociate Director, Financial PlanningNov 15 - PresentCla CliftonlarsonallenSenior Wealth AdvisorOct 09- Aug 15Ameriprise Financial Services LlcManager of Advice, Mid Atlantic Market GroupDec 07- Mar 09
Jackie SuwanskiMortgage Loan ProcessorView Profile, jackie suwanskiJames StanleyRevenue Assurance And Compliance ManagerView Profile, james stanleyDory IgeaHead Of Finance SpainView Profile, dory igea