Account Type**** *******Account Owner******* ****Account Opps/Deals*** ****Closed Won • Oct 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
TransamericaMillion Dollar Roundtable MemberJan 19 - PresentTransamerica Agency NetworkFinancial AdvisorMay 22 - PresentTransamerica Financial Advisors IncRegistered RepresentativeJul 15 - Present
Richard MoonSr Partner Solutions Architect Technology AlliancesView Profile, richard moonPetri EloMedical Scientific LiaisonView Profile, petri eloRachel TaylorLead Barista TrainerView Profile, rachel taylor