Account Type***** *******Account Owner*** *****Account Opps/Deals******* *****Closed Won • Nov 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Lincoln FinancialSenior Account Manager (RIA)Jun 23 - PresentTransamericaSenior Director, Wealth Management at Transamerica Financial Advisors, IncMar 02- Jun 23Hilliard Lyons A Baird CompanyJr. Unit Investment Trust TraderAug 98- Feb 02
Allison SchadenTerritory ManagerView Profile, allison schadenWojciech CzerwinskiAccount ExecutiveView Profile, wojciech czerwińskiJulie FowlerPartner Development Manager SurfaceView Profile, julie fowler