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
TransamericaAssistant Vice PresidentSep 13- Nov 23Merrill LynchFinancial AdvisorSep 11- Nov 12Lpl FinancialFinancial AdvisorMay 11- Sep 11
Galen LeeCreative DirectorView Profile, Galen LeeDafna Guy ShtegmanCEOView Profile, Dafna Guy ShtegmanMaria BerardiBusiness Excellence ManagerView Profile, Maria Berardi