Account Type**** ******Account Owner******** *******Account Opps/Deals**** ****Closed Won • Dec 24****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Allstate Financial Services LlcPersonal Financial RepresentativeMay 19 - PresentBank Of America Merrill LynchFinancial Solutions Advisor, AVPAug 17- Jan 19Transamerica Financial Advisors IncFinancial Advisor Apr 15- Aug 17
Arthur Lebsack 🎗️Director Financial OperationsView Profile, arthur lebsack 🎗️Brian ChanHead Of FinanceView Profile, brian chanMarie BradleySenior Pension AdministratorView Profile, marie bradley