Account Type*** *****Account Owner******* ******Account Opps/Deals*** ***Closed Won • Oct 24****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncBranch Office Supervisor and Investment Advisor RepresentativeJan 12 - Present
Matt SchulmanHead Of Finance CFOView Profile, matt schulmanDave LeaverVP Of FinanceView Profile, dave leaverFrederic TrotignotFinance DirectorView Profile, frederic trotignot