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
Transamerica Financial Advisors IncSenior Financial ConsultantSep 14 - PresentAxa Advisors LlcFinancial ConsultantNov 11- Aug 14
Emily TrompSr Manager Oracle Financial SystemsView Profile, emily trompErice EvansSenior Staff AccountantView Profile, erice evansLisa JohnsonSENIOR CORPORATE ACTION SPECIALISTView Profile, lisa johnson