Account Type****** ****Account Owner***** ********Account Opps/Deals****** ***Closed Won • Nov 24****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
Kashinath NallapetaAssociate DirectorView Profile, kashinath nallapetaShobhit MahatoAssociateView Profile, shobhit mahatoLaura LambertInvestment Operations LeadView Profile, laura lambert