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
Freedom AdvisorsBusiness ConsultantMay 11 - PresentTransamericaInternal WholesalerJan 08- Jan 09JacksonLevel III WholesalerJan 02- Jan 08
Julian LealManager Of MembershipView Profile, julian lealSara TamarizWorplace ManagerView Profile, sara tamarizDaniel ZwebenManaging DirectorView Profile, daniel zweben