Account Type******* ********Account Owner**** ******Account Opps/Deals******* *******Closed Won • Dec 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
TransamericaRegional Retirement ConsultantOct 23 - PresentTrustworthySenior Account ExecutiveFeb 23- Oct 23Fidelity InvestmentsPlanning ConsultantMay 19- Feb 23
Katherine WearneSeries 86 87 Exam CommitteeView Profile, katherine wearneJohn NortonDirector Solutions ConsultingView Profile, john nortonChristopher LucasSr Field EngineerView Profile, christopher lucas