Account Type****** ***Account Owner****** *****Account Opps/Deals***** ******Closed Won • Feb 25**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
Habib BelloMergers And Acquisitions AnalystView Profile, Habib BelloMichael FrazhoOperational Financial Ecommerce Services For Manufacturing Ecommerce Retail CPGView Profile, Michael FrazhoGavin WhiteSenior Finance Manager ARView Profile, Gavin White