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
Creative PlanningAudio ProducerNov 22 - PresentEdelman Financial EnginesAudio ProducerSep 18- Oct 22Financial EnginesMarketing CoordinatorFeb 16- Sep 18
Brigid MulcahyView Profile, brigid mulcahyNikki GreenbergKeynote SpeakerView Profile, nikki greenbergJonathan JamesonManaging DirectorView Profile, jonathan jameson