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
C A Financial GroupResponsible Wealth Coach and AdvisorAug 15 - PresentTransamericaLicensed Sales ProfessionalMay 13- Aug 15Combined A Chubb CompanyAccount ExecutiveApr 11- Oct 12
Rebecca WagnerFinancial ProfessionalView Profile, Rebecca WagnerMeghan HayFinancial ControllerView Profile, Meghan HayRavit Bar OrChief Financial OfficerView Profile, Ravit Bar Or