Account Type**** *****Account Owner******** ***Account Opps/Deals***** ****Closed Won • Aug 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Raymond JamesSr. ManagerApr 19- Jul 24TransamericaManager, Life Sales SpecialistsNov 15- Apr 19Transamerica Financial Advisors IncBusiness Development LiaisonJun 14- Nov 15
Marissa BrisbaneRelationship BankerView Profile, marissa brisbaneMiguel BacataFinancial Services SpecialistView Profile, miguel bacatáNadine MilfordUS Corp Tender Pricing AnalystView Profile, nadine milford