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
Champion Brokerage Group LlcVice President of Business DevelopmentJun 21 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeAug 18- Jun 21
Markus ZirnChief Strategy Officer Founding Team MemberView Profile, Markus ZirnSteve MattingleyVice PresidentView Profile, Steve MattingleyRebecca RoemenExecutive Director Experience StrategyView Profile, Rebecca Roemen