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 IncInvestment Advisor RepresentativeMar 16 - PresentUnited States Air ForceJoint Terminal Attack ControllerJan 10- Jan 16
David KatsAssistant ControllerView Profile, david katsJames NixonInvestorView Profile, james nixonAlana WaltonAssociateView Profile, alana walton