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
Merrill LynchFinancial AdvisorMay 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeFeb 14 - Present
Alison Sisel ShermanAccountingView Profile, Alison Sisel ShermanMelissa ScholtzFinancial ManagerView Profile, Melissa ScholtzAnn SuarezCollections Specialist IIIView Profile, Ann Suarez