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
Prudential FinancialFinancial Planner at Prudential AdvisorsApr 24 - PresentLord And Richards IncFinancial AdvisorSep 22- Oct 23Transamerica Financial Advisors IncFinancial AdvisorMay 18- Jul 22
Philip BowerAVP Collection ManagerView Profile, Philip BowerPankaj DewaniFinance ManagerView Profile, Pankaj DewaniAustin MillerPricing And Contracts ManagerView Profile, Austin Miller