Account Type***** ******Account Owner**** ********Account Opps/Deals******** ***Closed Won • Mar 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 IncInvestment Advisor RepresentativeMar 12 - PresentWorld Financial Group WfgLicensed Insurance AgentDec 07 - Present
Stuart BarnardCFOView Profile, Stuart BarnardAngela GreenHead Of Group FinanceView Profile, Angela GreenJeff SeehornControllerView Profile, Jeff Seehorn