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 PlanningSep 15 - PresentFinancial EnginesSenior Vice President - Financial PlanningSep 15 - PresentPlanmember Financial CorporationInvestment Advisor RepresentativeMar 11- Aug 15
Ty YanceyHead Of FinanceView Profile, ty yanceyAna TurchiFP A SpecialistView Profile, ana turchiColin RhoadesLeasing AnalystView Profile, colin rhoades