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 IncRegistered Representative Jun 17 - PresentGuardian LifeFinancial RepresentativeOct 04- Jan 15
Patrick LeeSupport Operations Associate 340 BView Profile, Patrick LeeBrian HarbaughClaim Prevention AnalystView Profile, Brian HarbaughAndrew GoughAccount Service RepresentativeView Profile, Andrew Gough