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
Lpl FinancialPRIVATE WEALTH ADVISORDec 23 - PresentTransamerica Financial Advisors IncBranch Office Supervisor - Investment Advisor RepresentativeJan 12- Dec 23
Albert WangInvestorView Profile, Albert WangVasilya JonesFinance And Ticketing ExecutiveView Profile, Vasilya JonesMichael ChernoffFinancial ControllerView Profile, Michael Chernoff