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
TransamericaAssistant Vice PresidentSep 13- Nov 23Merrill LynchFinancial AdvisorSep 11- Nov 12Lpl FinancialFinancial AdvisorMay 11- Sep 11
Harshal PatilCEO FounderView Profile, harshal patilDevon DorrityDirector Board MemberView Profile, devon dorrityCharlotte SmithProgram ManagerView Profile, charlotte smith