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
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
Festus GansalloEpic ConsultantView Profile, Festus GansalloKari Corser CpcuDirector Middle Market Sales UnderwritingView Profile, Kari Corser CpcuMarcella NorrisEnterprise Account ExecutiveView Profile, Marcella Norris