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
Ashley JamesAssistant Accounting ManagerView Profile, Ashley JamesMatt HodgsonChief Accounting Officer CAOView Profile, Matt HodgsonAndrew BaramDirector Of Finance And AdministrationView Profile, Andrew Baram