Account Type*** ***Account Owner******** ***Account Opps/Deals**** ******Closed Won • Oct 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
Jeff TennantAccount ExecutiveView Profile, jeff tennantFlorian MariottiDeveloppement CommercialView Profile, florian mariottiJohan BerlinBusiness Development Manager AirfreightView Profile, johan berlin