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
Continuum Advisory LlcSenior Vice PresidentFeb 22 - PresentTransamerica Financial Advisors IncDirector of Advisory ServicesAug 15- Jan 22Cetera Financial GroupProduct ManagerJul 13- Aug 15
John CollisonPresidentView Profile, John CollisonGal BrinerChief Technology OfficerView Profile, Gal BrinerDave FrengelRetiredView Profile, Dave Frengel