Account Type******* *******Account Owner**** ****Account Opps/Deals******** ******Closed Won • Nov 24***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
Trent NewmanInvestment Performance AssociateView Profile, trent newmanAilbhe ByrnePortfolio Intelligence AnalystView Profile, ailbhe byrneJonathan WilliamsProfessor Of FinanceView Profile, jonathan williams