Account Type**** *******Account Owner****** *****Account Opps/Deals*** ******Closed Won • Jan 25****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President - Financial ConsultantDec 12 - PresentTransamericaFinancial AdvisorMay 08- Dec 12UbsFinancial AdvisorJan 03- Jan 08
Deanna ScaggsChief Financial OfficerView Profile, Deanna ScaggsNick DeleonardisChief Financial OfficerView Profile, Nick DeleonardisDouglas BauerChief Financial OfficerView Profile, Douglas Bauer