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
World Financial Group WfgSenior Marketing DirectorJan 06 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12 - Present
Erin CrowleySenior Marketing ManagerView Profile, Erin CrowleyTrina LeeSenior Marketing ExecutiveView Profile, Trina LeeBrittany BehnSr Customer Marketing SpecialistView Profile, Brittany Behn