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
TransamericaRegional Retirement ConsultantOct 23 - PresentTrustworthySenior Account ExecutiveFeb 23- Oct 23Fidelity InvestmentsPlanning ConsultantMay 19- Feb 23
Abhishek BansalBusiness AnalystView Profile, Abhishek BansalChristian PerezPartnerView Profile, Christian PerezLaura MunroAdministrative AssistantView Profile, Laura Munro