Account Type***** ***Account Owner****** ******Account Opps/Deals******** *******Closed Won • Oct 24**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
Nick BjelopetrovichBusiness Development ExecutiveView Profile, nick bjelopetrovichKate KopanytsiaKey Account ManagerView Profile, kate kopanytsiaKyle SavageStrategic Insights Account LeadView Profile, kyle savage