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
Transamerica Financial Advisors IncBranch Office SupervisorJun 08 - PresentTransamerica Financial Advisors IncBranch Office ManagerJan 12 - Present
Manish BaliSenior ConsultantView Profile, manish baliSerdar FeritCo Founder CEOView Profile, serdar feritLauren FrandsenSenior Manager Of Internal CommunicationsView Profile, lauren frandsen