Account Type******** ***Account Owner*** ********Account Opps/Deals****** ****Closed Won • Aug 24****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncField SupervisionApr 16- Aug 24Cetera Financial GroupManager SurveillanceJun 15- Apr 16Transamerica Financial Advisors IncManager of Suitability ReviewMar 14- Jun 15
Dizzy CampbellOperationsView Profile, dizzy campbellCarm VerennaManager ProductionView Profile, carm verennaNishant MishraShift LeaderView Profile, nishant mishra