Account Type****** ***Account Owner***** ********Account Opps/Deals******* *****Closed Won • Nov 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
Chloe LewisSales Development RepresentativeView Profile, chloe lewisSam PittmanDirector Customer DevelopmentView Profile, sam pittmanRobert GrayDirector Of Client Services Business DevelopmentView Profile, robert gray