Account Type**** ******Account Owner**** ******Account Opps/Deals**** *******Closed Won • Oct 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Creative PlanningFinancial Wellness ConsultantOct 22 - PresentTransamericaRetirement Planning ConsultantJan 02- Oct 22Nn Investment PartnersClient Relationship ManagerJan 96- Jan 01
Mika TanoueAccountantView Profile, mika tanoueMelody FletcherAccounts Payable AdvisorView Profile, melody fletcherMichele LimSenior Financial AccountantView Profile, michele lim