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 IncInvestment Advisor RepresentativeJan 17 - PresentWorld Financial Group WfgSenior Marketing DirectorDec 11 - PresentSanta Clara UniversityStudent AssistantSep 12- Jun 15
Vinita SoinDirector Client Accounting Advisory ServicesView Profile, Vinita SoinDorothy CrouchPortfolio ManagerView Profile, Dorothy CrouchIlene MarquardtSr AccountantView Profile, Ilene Marquardt