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
Signator Investors IncFinancial AdvisorMay 16 - PresentTransamerica Financial Advisors IncRegistered RepresentativeMar 13 - PresentCharles SchwabSenior Customer Service RepresentativeJan 99- Jan 03
Charece StokesSenior Billing AnalystView Profile, charece stokesJagrat PandyaTreasury AccountantView Profile, jagrat pandyaSteven NelsonFinancial AnalystView Profile, steven nelson