Account Type*** *****Account Owner*** *****Account Opps/Deals***** ***Closed Won • Oct 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 RepresentativeJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorAug 02 - Present
Riya ShahSenior Securities Research AnalystView Profile, riya shahGraham VehovecAssociateView Profile, graham vehovecDaniel MaloneyE Pay PolicyView Profile, daniel maloney