Account Type******* ***Account Owner******* ****Account Opps/Deals******* ********Closed Won • Nov 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncRetirement Plan Advisor, Investment Advisor & Registered RepresentativeJan 06 - Present
Bryson MoralesIncoming 2025 Investment Banking Summer AnalystView Profile, bryson moralesAshlyn DonohueMember Board Of TrusteesView Profile, ashlyn donohueJessica Thompson2025 Investment Banking Summer AnalystView Profile, jessica thompson