Account Type**** ***Account Owner******** *****Account Opps/Deals******* ********Closed Won • Jan 25****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 RepresentativeApr 15 - PresentApogee Financial PartnersFinancial ProfessionalMay 13- Apr 15Bank Of North GeorgiaAVP Business Banking Relationship ManagerNov 07- Feb 11
Chad HarwickSales ProfessionalView Profile, Chad HarwickPatricia ShieldsCustomer Experience Sales Specialist Strategic AccountsView Profile, Patricia ShieldsYogesh PaiAccount ExecutiveView Profile, Yogesh Pai