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 IncInvestment Advisor Representative, Branch Office SupervisorJan 12 - Present
Hilary FoordInvestment AssociateView Profile, hilary foordXade Wharton AliInvestment Associate Sustainable And Impact InvestingView Profile, xade wharton-aliJonathan HartleyTrader Technical AnalystView Profile, jonathan hartley