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
Transamerica Financial Advisors IncField SupervisionApr 16- Aug 24Cetera Financial GroupManager SurveillanceJun 15- Apr 16Transamerica Financial Advisors IncManager of Suitability ReviewMar 14- Jun 15
Brian BoyleDirector Customer Experience Center OperationsView Profile, brian boyleJuan C VergaraSRE ManagerView Profile, juan c. vergaraAlicia CopelandDirector Content Operations ExcellenceView Profile, alicia copeland