Account Type******** ******Account Owner******* *****Account Opps/Deals****** ********Closed Won • Jan 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
Edwin PachecoBusiness Analyst Senior Financial Analyst FP AView Profile, Edwin PachecoWill BudingtonDeal Desk Billing Analyst IIView Profile, Will BudingtonGiselle RuizAccounts Receivable AssociateView Profile, Giselle Ruiz