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
TransamericaSales AgentSep 15 - PresentTransamerica Financial Advisors IncFinancial RepresentativeSep 15 - Present
Alicia McculloughCustomer Development ManagerView Profile, alicia mcculloughIvy Gabrielle NaloFounding Enterprise Account Manager North AmericaView Profile, ivy gabrielle naloKevin SchmahlSenior Corporate Account DirectorView Profile, kevin schmahl