Account Type******** ***Account Owner***** ****Account Opps/Deals****** ***Closed Won • Jan 25**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
Scott FFinanceView Profile, Scott FAmit ThakkarFin Tech Investment Banking Macquarie CapitalView Profile, Amit ThakkarJessica MccannDirector Of FP AView Profile, Jessica Mccann