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
Lincoln FinancialAVP, Relationship ManagementNov 16 - PresentTransamericaRegional Vice President, Client Relationship DevelopmentJan 12- Jan 16Diversified Investment Advisors IncRegional Vice President, Client Relationship DevelopmentJan 05- Jan 12
Andres Dre FournierVice President Of Business DevelopmentView Profile, Andres Dre FournierJeffrey RichSENIOR VICE PRESIDENT AmericasView Profile, Jeffrey RichMauro RodriguezVice President Of Business DevelopmentView Profile, Mauro Rodriguez