Account Type******** ********Account Owner*** ********Account Opps/Deals******** ****Closed Won • Dec 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncFinancial AdvisorJan 15 - PresentWorld System BuilderSenior Director Of MarketingApr 16- May 21EnterpriseBranch managerJun 13- Jan 15
Kennedy ShieldsReal Estate InvestmentsView Profile, kennedy shieldsMichael CarsonDirector Surety ClaimsView Profile, michael carsonAbby LyonsAssociateView Profile, abby lyons