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
Nicholas AlcalaSales ManagerView Profile, Nicholas AlcalaMartin OsbornSr EP CRM Technical Sales SpecialistView Profile, Martin OsbornJason ThomasSales Team LeadView Profile, Jason Thomas