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
World Financial Group WfgFinancial AdvisorJan 01- Jan 01Transamerica Financial Advisors IncFinancial AdvisorJan 14 - Present
Luke RowlandProgram ManagerView Profile, luke rowlandVince PayneManager Of Business Integration ResourcesView Profile, vince payneJawad KhanProgram ManagerView Profile, jawad khan