Account Type***** ****Account Owner******* ********Account Opps/Deals*** ********Closed Won • Feb 25****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Lind Wealth ManagementFounder, Wealth AdvisorOct 23 - PresentEdelman Financial EnginesDirector, Financial PlanningOct 19- Oct 23Td AmeritradeSenior Investment ConsultantJan 18- Oct 19
Julie ZetlandPresident And Corporate BrokerView Profile, Julie ZetlandRan VeredCFOView Profile, Ran VeredSande OkeloDivsion ChiefView Profile, Sande Okelo