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 EnginesDirector, Financial PlanningNov 19 - PresentT Rowe PriceVice President, Regional Sales Consultant (DCIO)Apr 02- Oct 17Morgan StanleyFinancial AdvisorFeb 00- Apr 02
Lizzie CloughFinancial ControllerView Profile, lizzie cloughDame Sally Dicketts DbeAssociate DirectorView Profile, dame sally dicketts dbeIrina FlorianTax ManagerView Profile, irina florian