Account Type******* ******Account Owner******* ****Account Opps/Deals****** ******Closed Won • Feb 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 Representative/Registered RepresentativeOct 17 - PresentWealthwaveSenior Marketing DirectorNov 13 - Present
Kaitlin OrrMarketplace Mortgage Loan OfficerView Profile, Kaitlin OrrWill BudingtonDeal Desk Billing Analyst IIView Profile, Will BudingtonKim Anh HoInvestment AnalystView Profile, Kim Anh Ho