Account Type***** ******Account Owner**** *******Account Opps/Deals***** ****Closed Won • Feb 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 IncBranch Office SupervisorJun 08 - PresentTransamerica Financial Advisors IncBranch Office ManagerJan 12 - Present
Tobias Noni BernardisHead Of Digital BusinessView Profile, Tobias Noni BernardisChristina MattinglyProducerView Profile, Christina MattinglyDominik SchormCEOView Profile, Dominik Schorm