Account Type******** ****Account Owner****** ******Account Opps/Deals******** ***Closed Won • Jan 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 IncFinancial ConsultantJul 15 - PresentTime Warner CableSecurity Field InvestigatorAug 11- Feb 15Social Security AdministrationService RepresentativeMay 09- Jun 10
Scott PetersonFinance ManagerView Profile, Scott PetersonThomas ClippertPortfolio ManagerView Profile, Thomas ClippertAshley DalySenior Financial Planning Analysis ManagerView Profile, Ashley Daly