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
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
Lynn Pisani GriLicensed Associate BrokerView Profile, Lynn Pisani GriElisabeth JaouadSales EnablementView Profile, Elisabeth JaouadAlison AsplinVaccine Account ManagerView Profile, Alison Asplin