Account Type******** *******Account Owner**** ****Account Opps/Deals******* ******Closed Won • Mar 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 IncInvestment Advisor RepresentativeJan 17 - PresentWorld Financial Group WfgSenior Marketing DirectorDec 11 - PresentSanta Clara UniversityStudent AssistantSep 12- Jun 15
Jane AndersonHead Of Business Development Financial ServicesView Profile, Jane AndersonKarsyn ShkolnickPayment SpecialistView Profile, Karsyn ShkolnickJulie PrineEndoluminal Program ManagerView Profile, Julie Prine