Account Type***** *******Account Owner*** ********Account Opps/Deals*** *****Closed Won • Nov 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Edelman Financial EnginesFinancial Planning AnalystJan 22 - PresentServing Those Who ServeFinancial Planner Aug 21- Dec 21FacetAssociate PlannerFeb 21- Sep 21
Jessica ListerAccounts Receivable SpecialistView Profile, jessica listerStanley KleinDeal Desk AnalystView Profile, stanley kleinDerek TitusVP Commercial Credit Team ManagerView Profile, derek titus