Account Type*** ******Account Owner******** *****Account Opps/Deals****** ***Closed Won • Nov 24****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncFinancial ConsultantMay 13 - PresentWorld Financial Group WfgSenior Marketing DirectorMay 13 - PresentTarbell RealtorsReal Estate AgentSep 05- May 13
Arya PatelTechnology Investment Banking AnalystView Profile, arya patelDylan SmithFinancial Analyst Transaction Advisory ServicesView Profile, dylan smithSunghwan ChoiAssociateView Profile, sunghwan choi