Karen Perry, Transamerica Financial Advisors Inc

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Last interaction was ** days ago.

**** and ******* are the closest.

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Account Type******** ******

Account Owner****** *****

Account Opps/Deals

***** ******

Closed Won • Jan 25

***K $

Closed

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****** *******

Past Champion

**** ***

Colleague - Career Overlap

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****** ***

Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

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