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
TransamericaMillion Dollar Roundtable MemberJan 19 - PresentTransamerica Agency NetworkFinancial AdvisorMay 22 - PresentTransamerica Financial Advisors IncRegistered RepresentativeJul 15 - Present
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