Account Type**** *******Account Owner******** *******Account Opps/Deals**** ***Closed Won • Feb 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Impact Leadership NetworkSenior PartnerNov 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeAug 11- Nov 23Bank Of AmericaMortgage Servicing Team ManagerOct 10- Aug 11
Graham FinneyFounder Partner And Chief Operating Officer Optimizing Use Of Performance Management SolutionsView Profile, Graham FinneyJacquie LewisCo FounderView Profile, Jacquie LewisBess ChanVice President Sr Program ManagerView Profile, Bess Chan