Account Type******* *******Account Owner*** *****Account Opps/Deals******* ***Closed Won • Dec 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
TransamericaFinancial AdvisorNov 13 - PresentTransamerica Financial Advisors IncImvestment Advisor Representitave Nov 13 - Present
Angelika JermakParaplannerView Profile, angelika jermakSalina Sotelo EsparzaDirector Equity CompensationView Profile, salina sotelo-esparzaMorna LeatherCFOView Profile, morna leather