Account Type****** ******Account Owner****** ***Account Opps/Deals***** *******Closed Won • Feb 25**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
Jay EdwardsVice President FinanceView Profile, Jay EdwardsJason LevineSVP FP AView Profile, Jason LevineEduardo ArreagaChief Financial OfficerView Profile, Eduardo Arreaga