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
Transamerica Financial Advisors IncInvestment Advisor RepresentativeJun 12 - PresentThomson ReutersCustomer Success SpecialistOct 12- Jun 16Rose InternationalIntern - Customer Success TeamJun 12- Sep 12
Susan LeedyKey Retirement Plan CounselorView Profile, Susan LeedyJonathan GuerreroVirtual Financial AdvisorView Profile, Jonathan GuerreroKyung LeeHead Of Site FinanceView Profile, Kyung Lee