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
Summit Global InvestmentsFinancial Services ProfessionalOct 23 - PresentTransamerica Financial Advisors IncFinancial Services ProfessionalFeb 18- Oct 23
Tanesia McarthurAVP Risk Management Sr Specialist Bank Of AmericaView Profile, tanesia mcarthurAnne K ByerlyFinancial AdvisorView Profile, anne k. byerlySafoora RizviAccountantView Profile, safoora rizvi