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 IncFinancial AdvisorNov 17 - PresentWaddell ReedFinancial AdvisorJul 14- Oct 16Ameriprise Financial Services LlcFinancial AdvisorJul 11- Jul 14
David QuachDirector Of FinanceView Profile, David QuachUwe CarlHeading Tax PlanningView Profile, Uwe CarlRyan NestrudAccountantView Profile, Ryan Nestrud