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