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 IncInvestment Advisor RepresentativeJun 16 - PresentWorld Financial Group WfgSenior Marketing DirectorJan 15 - Present
Tina SalyerInsurance AgentView Profile, Tina SalyerMichael WenholdAccounting AnalystView Profile, Michael WenholdManasi MBusiness AnalystView Profile, Manasi M