Account Type******* ******Account Owner*** ***Account Opps/Deals******* ***Closed Won • Nov 24***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
Ian SmarrAccount Executive Customer GrowthView Profile, ian smarrJim MclaughlinChannel Business ManagerView Profile, jim mclaughlinLisa KashMid Market Growth SpecialistView Profile, lisa kash