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 ProfessionalJun 15 - PresentAmerican ExpressBusiness AnalystJan 15- Jan 16
Todd SloanPrincipal I CFOView Profile, todd sloanSalman AhmedChief Investment OfficerView Profile, salman ahmedLu Ching YeeTeam Lead FinanceView Profile, lu ching yee