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
World Financial Group WfgSenior Marketing DirectorJan 06 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12 - Present
Alexis Kniery FreedCountry Marketing Communication LeadView Profile, Alexis Kniery FreedLeslie GippleSr Manager Channel Marketing Partner ProgramsView Profile, Leslie GipplePaula Kohn De OliveiraSenior Marketing ManagerView Profile, Paula Kohn De Oliveira