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
Summit Global InvestmentsSr Financial AdvisorOct 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Sep 23Managed Wealth FinancialSenior Marketing DirectorJul 11- Sep 23
Harsh Vardhan TyagiSenior AccountantView Profile, Harsh Vardhan TyagiWes AndersonSenior Enterprise BDRView Profile, Wes AndersonLindsey GlassManager Global Embedded Finance Partnerships B 2 BView Profile, Lindsey Glass