Account Type**** ***Account Owner**** *******Account Opps/Deals******* ***Closed Won • Feb 25****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncInvestment Advisor and Branch Office SupervisorMar 13 - PresentWorld Financial Group WfgRegistered RepresentativeMay 12 - PresentBank Of AmericaSmall Business SpecialistNov 10- Dec 11
Cary PierceSenior Commercial Portfolio ManagerView Profile, Cary PierceBrendan SullivanSr Technical AccountantView Profile, Brendan SullivanMaya WaldstreicherPayments AnalystView Profile, Maya Waldstreicher