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
St Lukes Episcopal ChurchTreasurerJan 15 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative, Registered Representative, Branch Office SupervisorJun 14- Sep 24World Financial Group WfgMarketing DirectorDec 12- Sep 24
Rahul GuptaSenior Finance ManagerView Profile, Rahul GuptaNichol BroseyStaff AccountantView Profile, Nichol BroseyTom LiuFinance Business PartnerView Profile, Tom Liu