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
Lpl FinancialSenior Investment AdvisorApr 19 - PresentTransamerica Financial Advisors IncSenior Associate - Investment Advisor RepresentativeMar 14 - Present
Bryan ValentiSenior AP SpecialistView Profile, Bryan ValentiAnthony TomeiSenior AccountantView Profile, Anthony TomeiTheodore PercivalSenior AccountantView Profile, Theodore Percival