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
Daniel J LambertPrincipalView Profile, daniel j. lambertYiwei GuSenior Analyst Local Media DevelopmentView Profile, yiwei guChristine WongResearch Pharmacy ManagerView Profile, christine wong