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