Account Type******* ****Account Owner*** ********Account Opps/Deals**** ********Closed Won • Feb 25***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
Jason SteppSales EngineerView Profile, Jason SteppMichael HubacherAdvisory Sales GTM StrategyView Profile, Michael HubacherAdam BufferyManager Sales Development Mid MarketView Profile, Adam Buffery