Account Type******* ****Account Owner****** *******Account Opps/Deals******** *******Closed Won • Nov 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 IncRegister Representative at Transamerica Financial Advisors, Inc.Jul 12 - PresentBank Of AmericaPersonal BankerAug 05- Oct 10UnivisionMaster Control OperatorOct 03- Jul 05
Marc GuerraInvestment Advisor Representative At Transamerica Financial Advisors IncView Profile, marc guerraHarriet MeyerSenior Wealth Management AssociateView Profile, harriet meyerAaron CaseyRetirement Plan Advisor Investment Advisor Registered RepresentativeView Profile, aaron casey