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 IncFinancial Services RepresentativeApr 12 - PresentNew York Life Insurance CompanyFinancial Services RespresentativeNov 04- Mar 11
Alina LambertManager Financial Planning AnalysisView Profile, Alina LambertVisa KuittinenGroup CFOView Profile, Visa KuittinenEyal AlonCFOView Profile, Eyal Alon