Account Type***** ******Account Owner******** *****Account Opps/Deals***** *******Closed Won • Jan 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
BsiPrincipal ConsultantMar 16 - PresentTransamerica Financial Advisors IncFinancial EducatorDec 09 - PresentBsi ConsultingPrincipal ConsultantJan 05- Mar 16
Jim SchulerCFOView Profile, Jim SchulerFrancois LizotteCommercial Reporting Manager PricingView Profile, Francois LizotteDan DionneFinancial AdvisorView Profile, Dan Dionne