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
Transamerica Financial Advisors IncRegistered RepresentativeNov 16 - PresentThriventFinancial AssociateJan 11- Jan 15
Caleb ShapiroSales And Marketing CoordinatorView Profile, Caleb ShapiroRobert TonerDirector Senior Client ExecutiveView Profile, Robert TonerSusanne LatzerGlobal Services Sales Business DevelopmentView Profile, Susanne Latzer