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 IncFinancial Services ConsultantJan 17 - PresentWiproConsultantJun 11- Oct 17
Sam ChesshirInvestor Relations AssociateView Profile, sam chesshirAdam WireSr Manager Strategic FinanceView Profile, adam wireBrandon TuckerAdvisory Financial Planning Practice Management ConsultantView Profile, brandon tucker