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
Transamerica Financial Advisors IncFinancial ServicesJan 16 - PresentNationwide FinancialFinancial PlannerJan 16 - PresentGlidewell DentalDental TechnicianMar 02 - Present
Monica LaposiOffice Accounting ManagerView Profile, Monica LaposiMichael NewcombInvestorView Profile, Michael NewcombElena BroderickStaff AccountantView Profile, Elena Broderick