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
Platt CollegeFinancial ProfessionalJun 22- Oct 24Transamerica Financial Advisors IncFinancial Services ProfessionalDec 17- Aug 24World Financial Group WfgFinancial Services ProfessionalDec 17- Aug 24