Account Type**** ***Account Owner*** ***Account Opps/Deals******* *****Closed Won • Jul 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
ArsSr Regional ConsultantJul 21 - PresentTransamericaAVP Investment salesMar 14- Jun 21Charles SchwabSr Financial ConsultantJan 06- Jan 14
Dominic ColemanAccount ExecutiveView Profile, dominic colemanJoseph MaximosEquity Solutions Account ExecutiveView Profile, joseph maximosKerri ForsterLicensed Real Estate SalespersonView Profile, kerri forster