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
Bernstein Private Wealth ManagementFinancial AdvisorSep 23 - PresentCuna Mutual Group AnnuitiesExternal WholesalerJan 21- Aug 23Transamerica Financial SolutionsVP Sales DeskOct 16- Nov 20
Ellen WangExecutive Director E Commerce Finance M A And AnalyticsView Profile, ellen wangVishal KashyapAssociate DirectorView Profile, vishal kashyapJustin GurneyPrincipal Mergers Acquisitions TaxView Profile, justin gurney