Account Type***** ******Account Owner****** *****Account Opps/Deals***** *****Closed Won • Oct 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncFinancial AdvisorJan 12 - PresentUnited States Air ForceCombat MedicApr 05- Apr 11
David DuncanAssociateView Profile, david duncanMarion KuhnAssistentin Des CFOView Profile, marion kuhnSameer MajidInvestment CounselorView Profile, sameer majid