Account Type**** ********Account Owner**** *******Account Opps/Deals**** *****Closed Won • Nov 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
TransamericaDirector of Advice Center SalesJan 15 - PresentAmeriprise Financial Services LlcManager - Financial Wellness and Client Acquisition ProgramsJan 06- Jan 15Edward JonesInvestment RepresentativeMay 05- Dec 05
Mackenzie TrumbullAccount DirectorView Profile, mackenzie trumbullJulien RosardCommercial DirectorView Profile, julien rosardDennis JardineSales AdvocateView Profile, dennis jardine