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 IncInvestment Advisor RepresentativeAug 14 - PresentMeridianlinkProduct Design EngineerAug 09- May 14WebvisibleSoftware Quality Assurance Engineer InternJun 08- Jun 09
Orian ZinzolkerFinancial Planning AnalystView Profile, Orian ZinzolkerJoe CarneyInvestment AnalystView Profile, Joe CarneyJohn CoatsCFOView Profile, John Coats