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 EnginesDirector, Financial Planning at Edelman Financial EnginesAug 16 - PresentUsaaWealth ManagerAug 11- Aug 16Bank Of AmericaWealth Management BankerJul 07- Sep 11
Rudi PlachtHead Of FinanceView Profile, rudi plachtBarbara M Della TorreHead Of Finance Global Technology FieldView Profile, barbara m. della torreJohn ElliottDirector Corporate Planning And AnalysisView Profile, john elliott