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
TransamericaDirector, Retirement and Education Planning ServicesNov 15 - PresentRaymond JamesFinancial AdvisorJul 13- Nov 15Bmo U SFinancial AdvisorJun 10- Jun 13
Brittny EvangelistaAccounts Receivable AnalystView Profile, brittny evangelistaWilliam LangmuirInvestment ProfessionalView Profile, william langmuirClay CloudFinance ManagerView Profile, clay cloud