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
Transamerica Financial Advisors IncRegistered RepresentativeJan 16 - PresentHeartland Institute Of Financial EducationInstructor/CFE Certified Financial Educator®Jul 12 - PresentWestern Asset ManagementRisk Analytics - Pricing specialistOct 02- Nov 09
Andreas LorenzSenior Vice President RetailView Profile, andreas lorenzEric BorrelliAccount ManagerView Profile, eric borrelliShalin ShahChief Business Development OfficerView Profile, shalin shah