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 IncRegistered RepresentativeApr 14 - PresentHsa InsuranceIndependent Insurance AgentFeb 17 - PresentWorld Financial Group WfgSr. Marketing Director Aug 09 - Present
Shari OhSales Operations SpecialistView Profile, Shari OhSamantha GoodmanAccount ManagerView Profile, Samantha GoodmanOllie AynsleyHead Of CommercialView Profile, Ollie Aynsley