Account Type****** *****Account Owner***** *******Account Opps/Deals*** ******Closed Won • Oct 24****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
Jessica CaponOffice Manager Executive Assistant EMEAView Profile, jessica caponThomas BoswellProject ManagerView Profile, thomas boswellAmina TemkinSr Product TrainerView Profile, amina temkin