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
Transamerica Financial Advisors IncFinancial ServicesJan 16 - PresentNationwide FinancialFinancial PlannerJan 16 - PresentGlidewell DentalDental TechnicianMar 02 - Present
Jim MaurerMortgage Loan OfficerView Profile, Jim MaurerRobin JorczykTeamlead FinanceView Profile, Robin JorczykSoma BFinance SpecialistView Profile, Soma B