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 Representative/Registered RepresentativeOct 17 - PresentWealthwaveSenior Marketing DirectorNov 13 - Present
Anita ChanBusiness AnalystView Profile, Anita ChanJames PeirceFinancial AnalystView Profile, James PeirceAlexandra WattManaging AnalystView Profile, Alexandra Watt