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
Summit Global InvestmentsFinancial Advisor, AVPSep 23 - PresentTransamerica Financial Advisors IncFinancial Services | Retirement Strategist | Talent DevelopmentFeb 17- Sep 23
Jennifer DiricoChief Financial OfficerView Profile, Jennifer DiricoAbdul IsmailaChief Financial OfficerView Profile, Abdul IsmailaBrianne HavenPrincipal And Chief Operating Financial OfficerView Profile, Brianne Haven