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 IncAssociate Financial AdvisorApr 17 - PresentAcceleration Capital GroupAnalyst InternJan 17- Feb 17Axa FinancialSummer AnalystJul 14- Jul 14
Sam SchuhDirect Lending AssociateView Profile, Sam SchuhStephen AdamsBusiness AnalystView Profile, Stephen AdamsBharat DuttaBusiness AnalystView Profile, Bharat Dutta