Account Type****** *******Account Owner******** ********Account Opps/Deals****** ******Closed Won • Feb 25***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
Brenda LanierAVPView Profile, Brenda LanierBrad LawlessAdvisorView Profile, Brad LawlessBill JachymPartnerView Profile, Bill Jachym