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
Transamerica Financial Advisors IncSr.Marketing DirectorJun 11 - PresentHeartland Institute Of Financial EducationCertified Financial EducatorMay 12 - PresentWorld Financial Group WfgSr. AssociateSep 09- May 12
Lexi CroisdaleSenior Content Marketing ManagerView Profile, Lexi CroisdaleLorie McculloughRegional Marketing ManagerView Profile, Lorie McculloughSarah Gregory NguyenSenior Growth Marketing ManagerView Profile, Sarah Gregory Nguyen