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
TransamericaFinancial AdvisorNov 13 - PresentTransamerica Financial Advisors IncImvestment Advisor Representitave Nov 13 - Present
Samaan SamaanMedewerker Planning En ControlView Profile, Samaan SamaanJeffrey RuddFractional Chief Financial OfficerView Profile, Jeffrey RuddSamantha LaceyDirector Of AccountingView Profile, Samantha Lacey