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 16 - PresentWorld Financial Group WfgSenior Marketing DirectorJul 10 - Present
Ca Vijay SomaniSenior Associate General LedgerView Profile, Ca Vijay SomaniRobert MalinManaging Director Investment BankingView Profile, Robert MalinAshley JonesDirector Revenue SystemsView Profile, Ashley Jones