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 IncSenior Financial ConsultantSep 14 - PresentAxa Advisors LlcFinancial ConsultantNov 11- Aug 14
Tom ShannonSenior Financial AnalystView Profile, Tom ShannonKathryn CarterSr PP C AnalystView Profile, Kathryn CarterAndre M JohnsonSenior Revenue Recovery AnalystView Profile, Andre M Johnson