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
Edelman Financial EnginesDirector, Financial Planning at Edelman Financial EnginesAug 16 - PresentUsaaWealth ManagerAug 11- Aug 16Bank Of AmericaWealth Management BankerJul 07- Sep 11
Kimberly RoderickCorporate ControllerView Profile, kimberly roderickManish GulatiDirector Corporate Financial Planning Analysis FP A And Special StudiesView Profile, manish gulatiBill QInvestment Banking AssociateView Profile, bill q.