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 RepresentativeOct 16 - PresentEasycareDealer Performance DriverAug 18- Jan 21
David DelpuechAssociateView Profile, David DelpuechCecilia TsangAssociateView Profile, Cecilia TsangPatrice WilsonDirector Of Financial Planning And AnalysisView Profile, Patrice Wilson