Account Type******* ******Account Owner***** ****Account Opps/Deals****** ********Closed Won • Feb 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Charles SchwabDirector, RIA SalesSep 18 - PresentTransamerica401(k) Sales Consultant at Transamerica Retirement SolutionsJun 18- Sep 18OppenheimerfundsRegional Advisor ConsultantOct 01- May 18
Omri MasasaAccount ExecutiveView Profile, Omri MasasaSandy Uwe KnelsSalesmanagerView Profile, Sandy Uwe KnelsRodrigo RochaGlobal Horizontal Partnerships Leader Google CloudView Profile, Rodrigo Rocha