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 Inc TFA - Investment Advisor RepresentativeNov 13 - PresentCity Of San RamonEAC Economic Development Advisory CommitteeMay 20 - PresentToastmasters InternationalPresident, Windmaster Toastmaster ClubJan 02- Jan 17
Paul SummersSr Business AnalystView Profile, Paul SummersJulien PaulAnalyste FinacierView Profile, Julien PaulBarnett BarbaraFinancial AnalystView Profile, Barnett Barbara