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
Creative PlanningFinancial Wellness ConsultantFeb 22- Jul 23TransamericaDirector - Retirement Education and Planning ServicesNov 03- Apr 21
Vladimir PrelevicAccount Director Financial ServicesView Profile, Vladimir PrelevicJungwoo YangInvestment ProfessionalView Profile, Jungwoo YangTina Matthews TownsendBenefits Reconciliation SpecialistView Profile, Tina Matthews Townsend