Account Type******* *****Account Owner*** *******Account Opps/Deals*** ***Closed Won • Mar 25***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 RepresentativeFeb 15 - PresentWorld Financial Group WfgSenior AssociateMay 14 - Present
Mark GonsalvesSr Manager Payroll And Stock AdministrationView Profile, Mark GonsalvesSaumil PatelAccountantView Profile, Saumil PatelBartolomeo De VitisChief Financial Officer CFOView Profile, Bartolomeo De Vitis