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 IncFinancial Services RepresentativeApr 12 - PresentNew York Life Insurance CompanyFinancial Services RespresentativeNov 04- Mar 11
Edward SloanDirector Of Financial Planning AnalysisView Profile, edward sloanTim ColensoAccounting And Administration AI Platform For IndustriesView Profile, tim colensoBill SchedlerDirector Tax MarketingView Profile, bill schedler