James Whittemore, Transamerica Financial Advisors Inc

James Whittemore

Investment Advisor Relationship Management

Transamerica Financial Advisors Inc

View your organizations’ collective activity with James to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

******* and **** are the closest.

View Jamess’ CRM data to get more info on their experience with your organization

Account Type******** *******

Account Owner****** ***

Account Opps/Deals

***** *******

Closed Won • Feb 25

**K $

Closed

View Jamess’ best path for intro to find the best way to reach out

******** ***

Past Champion

***** ***

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to James

******* ****

Worked in execs roles at *** together from 2021-2024

******* *****

Worked in the same department at *** together from 2021-2024

View people similar to James based on experience