Account Type******** ****Account Owner******* ***Account Opps/Deals******** ****Closed Won • Aug 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
Monique KarunaratneControllerView Profile, monique karunaratneKaspar AlleseHead Of FinanceView Profile, kaspar alleseDavid DiazDirector Of FinanceView Profile, david diaz