Account Type*** ******Account Owner*** ***Account Opps/Deals**** ********Closed Won • Dec 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
Shawn BenkAdvisorView Profile, shawn benkJacob EdwardsAssociate Learning Experience DesignerView Profile, jacob edwardsDonato RossiInstructorView Profile, donato rossi