Account Type***** ***Account Owner******* *******Account Opps/Deals*** *******Closed Won • Mar 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 IncRegistered RepresentativeJul 21 - PresentWorld System BuilderFinancial AdvisorFeb 17- Nov 21