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
Summit Global InvestmentsPrincipal Investment AdvisorFeb 18 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Feb 18Transamerica Premier Life Insurance CompanyMarketing SpecialistAug 06- Jul 07
Jad ChenayeDirector Of Finance And OperationsView Profile, Jad ChenayeMukesh ThakurSr Orders And Billing SpecialistView Profile, Mukesh ThakurDot OsheaAccounting SupervisorView Profile, Dot Oshea