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
Steven TackerEnterprise Account ExecutiveView Profile, steven tackerSamuel BurgosEnterprise Sales ExecutiveView Profile, samuel burgosEric FrandsenAccount ExecutiveView Profile, eric frandsen