Account Type******** ********Account Owner******* ***Account Opps/Deals****** ******Closed Won • Jan 25***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncRetirement Plan Advisor, Investment Advisor & Registered RepresentativeJan 06 - Present
Kay Lynn WilliamsonAccounting AssistantView Profile, Kay Lynn WilliamsonHimanshi VashishtAccounts Receivable AnalystView Profile, Himanshi VashishtChristine OdonnellQC Analyst IIView Profile, Christine Odonnell