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
Summit Global InvestmentsSr. Financial AdvisorAug 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Jul 23
Ann Marie KluxenBill Review Team LeadView Profile, Ann Marie KluxenChristian AndersonSenior Portfolio Strategist SVPView Profile, Christian AndersonAngeline LimSenior Manager Group Treasury NFR Financial Management GroupView Profile, Angeline Lim