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
Transamerica Financial Advisors IncInvestment Advisor RepresentativeFeb 15 - PresentWorld Financial Group WfgSenior AssociateMay 14 - Present
Michael GavinDirector Alternative Funds Fund FinanceView Profile, Michael GavinErin SquanceBusiness Finance ConsultantView Profile, Erin SquanceOdilaisy Ody BritoAccounts Payable Payroll ManagerView Profile, Odilaisy Ody Brito