Account Type****** ****Account Owner*** ****Account Opps/Deals****** ***Closed Won • Oct 24****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Continuum Advisory LlcOperations AnalystMar 23 - PresentTransamerica Financial Advisors IncRIA Operations AnalystJul 16- May 19
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