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 IncIndependent Financial AdvisorDec 17 - PresentNoneSenior Associate & Financial Coach Jan 16 - PresentWorld Financial Group WfgHeadhunterJan 16 - Present
Christian RosenSenior Manager InvestmentView Profile, Christian RosenRoyce VenableAssociateView Profile, Royce VenableColton PriceAsset ManagementView Profile, Colton Price