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
Summit Global InvestmentsFinancial Services ProfessionalOct 23 - PresentTransamerica Financial Advisors IncFinancial Services ProfessionalFeb 18- Oct 23
Kenton SchabenAssistant Director Of Internal AuditView Profile, Kenton SchabenAvi NavehC F OView Profile, Avi NavehSarah OsatoInvestment ManagerView Profile, Sarah Osato