Account Type*** *****Account Owner****** *****Account Opps/Deals**** ****Closed Won • Mar 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