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 PlanningSep 15 - PresentFinancial EnginesSenior Vice President - Financial PlanningSep 15 - PresentPlanmember Financial CorporationInvestment Advisor RepresentativeMar 11- Aug 15
Andrew PotselueffAccounting Director ControllerView Profile, andrew potselueffStephanie SwetichDirector Of Revenue ManagementView Profile, stephanie swetichRobbie BentleyFinance Manager CorporateView Profile, robbie bentley