Account Type******* ******Account Owner*** ***Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Prudential FinancialFinancial AdvisorApr 19 - PresentTransamerica Financial Advisors IncRetirement Planning Specialist Feb 12- Nov 18CitigroupPersonal BankerFeb 03- Sep 10
Jacob BergBankerView Profile, Jacob BergJoseph HillCFO At Alpha SenseView Profile, Joseph HillTyler McneilSenior AccountantView Profile, Tyler Mcneil