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
TransamericaAssociate Vice PresidentDec 19 - PresentOppenheimerfundsAVP, Sales ManagerJul 08- May 19CitiFinancial AdvisorMar 02- Jul 07
Ian WhearChief Financial OfficerView Profile, ian whearJohn W StarrChief Financial OfficerView Profile, john w. starrMoshe ShalomVP Of FinanceView Profile, moshe shalom