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
Transamerica Financial Advisors IncRegistered RepresentativeJan 12 - PresentScala DeveloperMortgage BrokerJan 00- Jan 04Prudential FinancialProject ManagerJan 98- Jan 03
Matthew RollinsManager Client SalesView Profile, Matthew RollinsAbigail NelsonSenior Account ExecutiveView Profile, Abigail NelsonGregory SergakisEnterprise Partnerships New Verticals GroceryView Profile, Gregory Sergakis