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
Transamerica Financial Advisors IncInvestment Advisor RepresentativeFeb 15 - PresentWorld Financial Group WfgSenior AssociateMay 14 - Present
Gary BudwalSenior Manager International Corporate TaxView Profile, Gary BudwalRyan MeadMedical Economics ManagerView Profile, Ryan MeadDiana SteenControllerView Profile, Diana Steen