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
Prudential FinancialFinancial AdvisorApr 19 - PresentTransamerica Financial Advisors IncRetirement Planning Specialist Feb 12- Nov 18CitigroupPersonal BankerFeb 03- Sep 10
Sam SmithERP Senior Business Consultant FinanceView Profile, Sam SmithTim HungerHead Of FinanceView Profile, Tim HungerRaymond RegalaFinancial Advisor Comerica Financial AdvisorsView Profile, Raymond Regala