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
TransamericaRegional Vice PresidentAug 22 - PresentEdge Investment SolutionsRegistered Investment AdvisorJan 21- Sep 22National Planning Corporation NpcBusiness Development ConsultantJun 11- Feb 13
Jerome JoszChief Financial OfficerView Profile, jerome joszGarrett PotterCFO COOView Profile, garrett potterRichard HolmesChief Financial OfficerView Profile, richard holmes