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
Advisors Advantage NetworkOSJ Branch Manager (Delegate)Jan 19 - PresentTransamerica Financial Advisors IncAssistant Vice President, Clearing ServicesMay 99- May 16
Melissa CramVeterinary Relations Program ManagerView Profile, melissa cramJennifer LoftisImplementation LeadView Profile, jennifer loftisSanjay SinghManaging DirectorView Profile, sanjay singh