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 RepresentativeJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorAug 02 - Present
Laura HintonFinancial AdvisorView Profile, Laura HintonDaniel SukowiczFinancial AnalystView Profile, Daniel SukowiczIan GaidaHead Of FinanceView Profile, Ian Gaida