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
Driven Investments LlcFounding PartnerAug 20 - PresentInteractive Financial AdvisorsInvestment Advisor RepresentativeAug 19- Aug 20Transamerica Financial Advisors IncInvestment Advisor RepresentativeJan 16- Jul 19