Account Type******* *******Account Owner******* *******Account Opps/Deals*** *****Closed Won • Jan 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
TransamericaRegional Vice PresidentAug 22 - PresentEdge Investment SolutionsRegistered Investment AdvisorJan 21- Sep 22National Planning Corporation NpcBusiness Development ConsultantJun 11- Feb 13
Daniel ApplegarthChief Financial OfficerView Profile, Daniel ApplegarthPeter LangleyRegional Vice PresidentView Profile, Peter LangleyEdward CaseyChief Financial OfficerView Profile, Edward Casey