Account Type**** *****Account Owner******** ******Account Opps/Deals*** ***Closed Won • Jan 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
OrionCompliance AnalystNov 21 - PresentTransamerica Financial Advisors IncSenior Sales Supervision Principal Feb 17- Nov 21TransamericaClient Relationship Development, Transamerica Retirement Services Aug 15- Feb 17
Clara KleptzAnalyst Fraud IT Payment SystemsView Profile, Clara KleptzAllen KuangCompliance Assurance AnalystView Profile, Allen KuangAmanda ObrienCompliance AssociateView Profile, Amanda Obrien