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
Transamerica Financial Advisors IncSales AgentNov 14 - PresentRmiDirector of OperationsJan 88- Jan 12
Kelsey MoburgSr Account Development ManagerView Profile, Kelsey MoburgDaniel JonesSales DirectorView Profile, Daniel JonesLiam BurnettBusiness Development RepresentativeView Profile, Liam Burnett