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 EnginesDivisonal VPFeb 18 - PresentTd AmeritradeManaging Director, Retail Sales & OperationsNov 07- Feb 18Wells FargoVice President, Sales LeaderJun 05- Oct 07
Mark DionneOwnerView Profile, mark dionneShai BazakSenior PartnerView Profile, shai bazakJustin KennedyPresidentView Profile, justin kennedy