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
Summit Global InvestmentsSr Financial AdvisorOct 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Sep 23Managed Wealth FinancialSenior Marketing DirectorJul 11- Sep 23
Vanya HristozovaSenior Shared Accounting ServicesView Profile, Vanya HristozovaLaura GoeslingSenior Finance ManagerView Profile, Laura GoeslingDarrell MooreSenior Manager Consumer Banking DeliveryView Profile, Darrell Moore