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 EnginesDirector, Financial PlanningNov 19 - PresentT Rowe PriceVice President, Regional Sales Consultant (DCIO)Apr 02- Oct 17Morgan StanleyFinancial AdvisorFeb 00- Apr 02
Jason BrooksGlobal Securitized Products AnalystView Profile, jason brooksTessa SavakusRibbit CapitalView Profile, tessa savakusLori GallChief Risk Officer CROView Profile, lori gall