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
TransamericaFinancial ServicesJan 17 - PresentTransamerica Financial Advisors IncFinancial ServicesJan 17 - PresentAegonFinancial ServicesJan 17 - Present
Alex DecandiaAssociate Portfolio ManagerView Profile, alex decandiaAmanda PutnamAccount AnalystView Profile, amanda putnamSatnam SunnerFinancial Planning AnalystView Profile, satnam sunner