Account Type**** ****Account Owner**** ******Account Opps/Deals******** ***Closed Won • Nov 24****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
Lyndsey NielsenEco University DirectorView Profile, lyndsey nielsenDaneet LionDirectorView Profile, daneet lionJoe GraftonAssistant ManagerView Profile, joe grafton