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 EnginesDivisonal VPFeb 18 - PresentTd AmeritradeManaging Director, Retail Sales & OperationsNov 07- Feb 18Wells FargoVice President, Sales LeaderJun 05- Oct 07
Michael FlanneryChief Executive OfficerView Profile, Michael FlanneryEmily PCo FounderView Profile, Emily PYuval MagidChief Operating OfficerView Profile, Yuval Magid