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
Transamerica Financial Advisors IncInvestment Advisor RepresentativeOct 16 - PresentBbsiBusiness PartnerOct 17- Jul 24
Shilpa PatelCustomer Success HubstarView Profile, shilpa patelKatie HodneSenior Partner Success AssociateView Profile, katie hodneDan CCustomer Success Manager IIView Profile, dan c.