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 RepresentativeJan 17 - PresentWorld Financial Group WfgSenior Marketing DirectorDec 11 - PresentSanta Clara UniversityStudent AssistantSep 12- Jun 15
Steve LeaningHead Of Operational FinanceView Profile, steve leaningSteven HuaSenior Manager FP AView Profile, steven huaSergio PalosTeam Manager Financial Institutions Relationships TeamView Profile, sergio palos