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
TransamericaRegional Vice President SalesOct 13 - PresentFranklin TempletonInvestment Only WholesalerOct 06- Jan 13
David StrouseFractional Chief Revenue OfficerView Profile, David StrouseAnthony VesterEcommerce Account ExecutiveView Profile, Anthony VesterZack AndersonSenior AssociateView Profile, Zack Anderson