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 Agency NetworkAssociate DirectorAug 15 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative Dec 17- Nov 23
Tejinder SandhuPortfolio ManagerView Profile, Tejinder SandhuMeredith Obiala SimpsonBilltrustView Profile, Meredith Obiala SimpsonAndrew StewartDirector Of RevenueView Profile, Andrew Stewart