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
Lpl FinancialSenior Investment AdvisorApr 19 - PresentTransamerica Financial Advisors IncSenior Associate - Investment Advisor RepresentativeMar 14 - Present
Erika Kirk DifranzaTax ManagerView Profile, Erika Kirk DifranzaThomas NiederpruemInvestor Relations AnalystView Profile, Thomas NiederpruemCarolyn SmithManager Financial AnalysisView Profile, Carolyn Smith