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 EnginesSenior Vice-President, Financial Planners & Client ServicesSep 18- Apr 24Financial EnginesSenior Vice President, Advisor CentersJul 16- Sep 18Td AmeritradePresident, Investools from TD Ameritrade Holding Corp.Sep 04- Jul 13
Mark HermanChief Financial OfficerView Profile, mark hermanJim CurranDirector Of Financial Know HowView Profile, jim curranAmy LindVice President Asset ManagementView Profile, amy lind