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 RepresentativeJun 12 - PresentCalifornia Franchise Tax BoardTax AuditorJun 08- Jan 23
Wade SholProfessor Of GovernmentView Profile, Wade SholLarry PoleFinancial Systems AnalystView Profile, Larry PoleLuis ParnasKYC AnalystView Profile, Luis Parnas