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
Fidelity InvestmentsFinancial ConsultantAug 23 - PresentTransamericaDivisional Sales ManagerFeb 15- Jul 23Hartford FundsDivisional Vice PresidentJan 99- Mar 13
John HalkFinancial Wellness ConsultantView Profile, john halkAlexandru IacobFinancial Planning And Analysis AnalystView Profile, alexandru iacobSiman TAssociateView Profile, siman t.