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 RepresentativeJan 12 - PresentTransamericaBranch Office SupervisorJan 11 - Present
Stephen DrewPortfolio Manager Partner Global Macro Emerging MarketsView Profile, Stephen DrewJeffrey JacksonSr Accounting ManagerView Profile, Jeffrey JacksonGeorgia PooleSenior Financial AccountantView Profile, Georgia Poole