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
Fidelity InvestmentsFinancial ConsultantAug 23 - PresentTransamericaDivisional Sales ManagerFeb 15- Jul 23Hartford FundsDivisional Vice PresidentJan 99- Mar 13
Lexi BenderAssociateView Profile, lexi benderMatthew FaustFinancial AdvisorView Profile, matthew faustRaphael GarciaCredit AnalystView Profile, raphael garcia