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
Merrill LynchFinancial AdvisorMay 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeFeb 14 - Present
Jocelyn TangIncoming 2025 Investment Banking Summer AnalystView Profile, Jocelyn TangDiana Romero Otalora CaSenior Management AccountantView Profile, Diana Romero Otalora CaConnor AnthonyInvestorView Profile, Connor Anthony