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
Transamerica Financial Advisors IncAgentJul 14 - PresentUnited States Postal ServiceSales Service AssociateSep 97- Jun 14
Emily GarciaSolutions Partner ManagerView Profile, Emily GarciaRoss MccurdyAccount ExecutiveView Profile, Ross MccurdyBrian LeeSalesView Profile, Brian Lee