Account Type***** ***Account Owner******* *****Account Opps/Deals**** ****Closed Won • Dec 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Aca GroupManaging DirectorOct 18 - PresentAca ForesideManaging Director at Foreside Financial Group (Now ACA Group)Oct 18- Jun 22Transamerica Financial Advisors IncAsst. VP, Director of ComplianceJun 08- Dec 09
S L SweitzerDirector Project Management ImplementationView Profile, s l. sweitzerNathaniel RosenPrincipalView Profile, nathaniel rosenKhaled ElbassioniSenior ResearcherView Profile, khaled elbassioni